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 | $29,048 | $54,350-46.6% | $82,719-64.9% | $68,494-57.6% |
| Participation rate | 65.2% | 63.9%+1.3pp | 72.6%-7.3pp | 67.9%-2.7pp |
| Annual return | -24.01% | -13.67%-10.3pp | 701.18%-725.2pp | -7.84%-16.2pp |
| Employer contribution / active EE | $2,954 | $2,218+33.2% | $3,009-1.8% | $2,596+13.8% |
| Participant deferral / active EE | $3,192 | $3,246-1.7% | $4,395-27.4% | $4,027-20.7% |
| Admin fee / account holder | $1,391 | $4,395-68.4% | $5,329-73.9% | $5,403-74.3% |