See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,962 | $39,798-32.3% | $67,711-60.2% | $59,632-54.8% |
| Participation rate | 60.5% | 57.4%+3.2pp | 67.5%-7.0pp | 68.7%-8.1pp |
| Annual return | -3.60% | 89.94%-93.5pp | 25.41%-29.0pp | 2041.28%-2044.9pp |
| Employer contribution / active EE | $980 | $1,393-29.7% | $2,559-61.7% | $2,203-55.5% |
| Participant deferral / active EE | $2,067 | $2,335-11.5% | $3,585-42.3% | $3,192-35.2% |
| Admin fee / account holder | $654 | $3,212-79.6% | $4,255-84.6% | $4,297-84.8% |