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 | $108,563 | $59,805+81.5% | $79,550+36.5% | $68,494+58.5% |
| Participation rate | 58.5% | 61.1%-2.5pp | 69.5%-10.9pp | 67.9%-9.4pp |
| Annual return | -19.68% | -12.30%-7.4pp | 0.16%-19.8pp | -7.84%-11.8pp |
| Employer contribution / active EE | $3,024 | $1,505+100.9% | $2,413+25.3% | $2,596+16.5% |
| Participant deferral / active EE | $6,438 | $3,024+112.9% | $3,985+61.5% | $4,027+59.9% |
| Admin fee / account holder | $4,924 | $4,835+1.9% | $6,832-27.9% | $5,403-8.9% |