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 | $33,530 | $49,451-32.2% | $79,550-57.9% | $66,914-49.9% |
| Participation rate | 61.8% | 61.3%+0.4pp | 69.5%-7.7pp | 69.8%-8.0pp |
| Annual return | -20.72% | 84.25%-105.0pp | 0.16%-20.9pp | 1.58%-22.3pp |
| Employer contribution / active EE | $1,003 | $1,266-20.8% | $2,413-58.5% | $2,544-60.6% |
| Participant deferral / active EE | $2,886 | $3,159-8.6% | $3,985-27.6% | $4,237-31.9% |
| Admin fee / account holder | $2,812 | $595+372.9% | $6,832-58.8% | $593+373.9% |