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 | $63,887 | $59,107+8.1% | $86,436-26.1% | $68,494-6.7% |
| Participation rate | 69.2% | 75.2%-6.0pp | 80.3%-11.1pp | 67.9%+1.3pp |
| Annual return | -23.07% | -0.23%-22.8pp | 4394.89%-4418.0pp | -7.84%-15.2pp |
| Employer contribution / active EE | $3,995 | $2,519+58.6% | $3,769+6.0% | $2,596+53.9% |
| Participant deferral / active EE | $7,919 | $5,901+34.2% | $6,952+13.9% | $4,027+96.6% |
| Admin fee / account holder | $655 | $5,637-88.4% | $6,731-90.3% | $5,403-87.9% |