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 | $57,276 | $43,723+31.0% | $121,196-52.7% | $64,186-10.8% |
| Participation rate | 64.2% | 58.3%+5.9pp | 71.7%-7.6pp | 69.6%-5.4pp |
| Annual return | -8.18% | 68.91%-77.1pp | 16.93%-25.1pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,416 | $1,296+9.3% | $4,022-64.8% | $2,381-40.5% |
| Participant deferral / active EE | $2,693 | $2,280+18.1% | $3,344-19.5% | $3,470-22.4% |
| Admin fee / account holder | $2,659 | $3,501-24.1% | $5,019-47.0% | $4,888-45.6% |