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 | $71,701 | $59,805+19.9% | $79,550-9.9% | $68,494+4.7% |
| Participation rate | 57.1% | 61.1%-3.9pp | 69.5%-12.3pp | 67.9%-10.7pp |
| Annual return | -21.94% | -12.30%-9.6pp | 0.16%-22.1pp | -7.84%-14.1pp |
| Employer contribution / active EE | $688 | $1,505-54.3% | $2,413-71.5% | $2,596-73.5% |
| Participant deferral / active EE | $2,122 | $3,024-29.8% | $3,985-46.8% | $4,027-47.3% |
| Admin fee / account holder | $564 | $4,835-88.3% | $6,832-91.7% | $5,403-89.6% |