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 | $21,956 | $53,596-59.0% | $90,645-75.8% | $64,186-65.8% |
| Participation rate | 67.3% | 64.5%+2.8pp | 74.0%-6.7pp | 69.6%-2.3pp |
| Annual return | -8.38% | 4.41%-12.8pp | 1.88%-10.3pp | 7.63%-16.0pp |
| Employer contribution / active EE | $936 | $1,503-37.7% | $2,532-63.0% | $2,381-60.7% |
| Participant deferral / active EE | $2,065 | $2,459-16.0% | $3,425-39.7% | $3,470-40.5% |
| Admin fee / account holder | $1,105 | $3,868-71.4% | $4,994-77.9% | $4,888-77.4% |