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 7-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 | $59,908 | $59,805+0.2% | $79,550-24.7% | $68,494-12.5% |
| Participation rate | 68.2% | 61.1%+7.1pp | 69.5%-1.3pp | 67.9%+0.3pp |
| Annual return | -23.40% | -12.30%-11.1pp | 0.16%-23.6pp | -7.84%-15.6pp |
| Employer contribution / active EE | $1,756 | $1,505+16.7% | $2,413-27.2% | $2,596-32.4% |
| Participant deferral / active EE | $4,141 | $3,024+36.9% | $3,985+3.9% | $4,027+2.8% |
| Admin fee / account holder | $5,291 | $4,835+9.4% | $6,832-22.6% | $5,403-2.1% |