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 | $40,702 | $59,805-31.9% | $79,550-48.8% | $68,494-40.6% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.5%-2.8pp | 67.9%-1.2pp |
| Annual return | -20.61% | -12.30%-8.3pp | 0.16%-20.8pp | -7.84%-12.8pp |
| Employer contribution / active EE | $519 | $1,505-65.5% | $2,413-78.5% | $2,596-80.0% |
| Participant deferral / active EE | $4,445 | $3,024+47.0% | $3,985+11.5% | $4,027+10.4% |
| Admin fee / account holder | $1,017 | $4,835-79.0% | $6,832-85.1% | $5,403-81.2% |