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 | $34,146 | $49,177-30.6% | $79,464-57.0% | $64,186-46.8% |
| Participation rate | 67.9% | 65.0%+2.8pp | 73.3%-5.5pp | 69.6%-1.7pp |
| Annual return | -8.46% | -1.16%-7.3pp | 718.14%-726.6pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,133 | $2,076-45.4% | $2,800-59.6% | $2,381-52.4% |
| Participant deferral / active EE | $2,317 | $2,821-17.9% | $3,704-37.5% | $3,470-33.2% |
| Admin fee / account holder | $3,571 | $3,839-7.0% | $5,113-30.2% | $4,888-26.9% |