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 | $18,441 | $59,805-69.2% | $79,550-76.8% | $68,494-73.1% |
| Participation rate | 68.6% | 61.1%+7.5pp | 69.5%-0.9pp | 67.9%+0.7pp |
| Annual return | -21.03% | -12.30%-8.7pp | 0.16%-21.2pp | -7.84%-13.2pp |
| Employer contribution / active EE | $1,258 | $1,505-16.4% | $2,413-47.9% | $2,596-51.6% |
| Participant deferral / active EE | $2,599 | $3,024-14.1% | $3,985-34.8% | $4,027-35.5% |
| Admin fee / account holder | $2,088 | $4,835-56.8% | $6,832-69.4% | $5,403-61.4% |