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 | $75,445 | $81,900-7.9% | $119,609-36.9% | $68,494+10.1% |
| Participation rate | 68.1% | 71.9%-3.8pp | 79.3%-11.2pp | 67.9%+0.2pp |
| Annual return | -23.23% | -23.82%+0.6pp | -14.97%-8.3pp | -7.84%-15.4pp |
| Employer contribution / active EE | $2,645 | $2,693-1.8% | $4,232-37.5% | $2,596+1.9% |
| Participant deferral / active EE | $7,812 | $4,148+88.3% | $5,602+39.4% | $4,027+94.0% |
| Admin fee / account holder | $855 | $6,582-87.0% | $10,323-91.7% | $5,403-84.2% |