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 | $71,255 | $50,958+39.8% | $74,550-4.4% | $64,186+11.0% |
| Participation rate | 59.6% | 61.1%-1.4pp | 69.1%-9.5pp | 69.6%-10.0pp |
| Annual return | -8.36% | -1.86%-6.5pp | 32.53%-40.9pp | 7.63%-16.0pp |
| Employer contribution / active EE | $2,073 | $1,115+85.8% | $1,961+5.7% | $2,381-12.9% |
| Participant deferral / active EE | $3,572 | $2,301+55.2% | $3,108+14.9% | $3,470+2.9% |
| Admin fee / account holder | $1,039 | $4,223-75.4% | $5,060-79.5% | $4,888-78.7% |