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 | $60,202 | $55,706+8.1% | $75,886-20.7% | $72,985-17.5% |
| Participation rate | 67.9% | 61.1%+6.8pp | 69.3%-1.4pp | 69.5%-1.6pp |
| Annual return | -47.47% | 27.59%-75.1pp | 30.76%-78.2pp | 81.00%-128.5pp |
| Employer contribution / active EE | $864 | $1,687-48.7% | $2,500-65.4% | $2,440-64.6% |
| Participant deferral / active EE | $2,364 | $2,634-10.3% | $3,603-34.4% | $3,607-34.5% |
| Admin fee / account holder | $1,329 | $3,978-66.6% | $5,418-75.5% | $5,124-74.1% |