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 | $43,331 | $50,958-15.0% | $74,550-41.9% | $64,186-32.5% |
| Participation rate | 65.2% | 61.1%+4.2pp | 69.1%-3.9pp | 69.6%-4.4pp |
| Annual return | -8.74% | -1.86%-6.9pp | 32.53%-41.3pp | 7.63%-16.4pp |
| Employer contribution / active EE | $997 | $1,115-10.6% | $1,961-49.2% | $2,381-58.1% |
| Participant deferral / active EE | $3,362 | $2,301+46.1% | $3,108+8.2% | $3,470-3.1% |
| Admin fee / account holder | $1,821 | $4,223-56.9% | $5,060-64.0% | $4,888-62.7% |