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 | $66,184 | $50,958+29.9% | $74,550-11.2% | $64,186+3.1% |
| Participation rate | 68.2% | 61.1%+7.2pp | 69.1%-0.9pp | 69.6%-1.3pp |
| Annual return | -8.31% | -1.86%-6.5pp | 32.53%-40.8pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,006 | $1,115-9.8% | $1,961-48.7% | $2,381-57.7% |
| Participant deferral / active EE | $3,515 | $2,301+52.7% | $3,108+13.1% | $3,470+1.3% |
| Admin fee / account holder | $1,587 | $4,223-62.4% | $5,060-68.6% | $4,888-67.5% |