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 | $42,051 | $59,805-29.7% | $79,550-47.1% | $68,494-38.6% |
| Participation rate | 60.9% | 61.1%-0.1pp | 69.5%-8.5pp | 67.9%-7.0pp |
| Annual return | -20.37% | -12.30%-8.1pp | 0.16%-20.5pp | -7.84%-12.5pp |
| Employer contribution / active EE | $3,021 | $1,505+100.7% | $2,413+25.2% | $2,596+16.3% |
| Participant deferral / active EE | $2,845 | $3,024-5.9% | $3,985-28.6% | $4,027-29.3% |
| Admin fee / account holder | $731 | $4,835-84.9% | $6,832-89.3% | $5,403-86.5% |