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 7-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 | $29,923 | $59,805-50.0% | $79,550-62.4% | $68,494-56.3% |
| Participation rate | 64.0% | 61.1%+2.9pp | 69.5%-5.5pp | 67.9%-3.9pp |
| Annual return | -26.56% | -12.30%-14.3pp | 0.16%-26.7pp | -7.84%-18.7pp |
| Employer contribution / active EE | $2,642 | $1,505+75.6% | $2,413+9.5% | $2,596+1.8% |
| Participant deferral / active EE | $3,959 | $3,024+30.9% | $3,985-0.6% | $4,027-1.7% |
| Admin fee / account holder | $989 | $4,835-79.5% | $6,832-85.5% | $5,403-81.7% |