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 5-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 | $95,495 | $91,538+4.3% | $129,995-26.5% | $75,163+27.1% |
| Participation rate | 67.6% | 71.4%-3.9pp | 78.5%-10.9pp | 67.2%+0.4pp |
| Annual return | 9.20% | -631.11%+640.3pp | -137.18%+146.4pp | 160.62%-151.4pp |
| Employer contribution / active EE | $1,624 | $2,845-42.9% | $4,320-62.4% | $2,670-39.2% |
| Participant deferral / active EE | $2,982 | $4,341-31.3% | $5,820-48.8% | $4,125-27.7% |
| Admin fee / account holder | $1,945 | $6,790-71.4% | $10,614-81.7% | $5,651-65.6% |