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 9-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 | $60,906 | $76,000-19.9% | $154,107-60.5% | $64,186-5.1% |
| Participation rate | 69.8% | 70.4%-0.6pp | 83.0%-13.3pp | 69.6%+0.2pp |
| Annual return | -8.67% | 30.32%-39.0pp | 735.12%-743.8pp | 7.63%-16.3pp |
| Employer contribution / active EE | $4,800 | $3,351+43.3% | $5,298-9.4% | $2,381+101.6% |
| Participant deferral / active EE | $12,238 | $3,175+285.4% | $5,081+140.9% | $3,470+252.7% |
| Admin fee / account holder | $1,166 | $5,596-79.2% | $13,411-91.3% | $4,888-76.1% |