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 | $37,329 | $71,883-48.1% | $86,677-56.9% | $68,494-45.5% |
| Participation rate | 68.2% | 72.2%-4.1pp | 76.6%-8.4pp | 67.9%+0.3pp |
| Annual return | -20.98% | 3.52%-24.5pp | 35.91%-56.9pp | -7.84%-13.1pp |
| Employer contribution / active EE | $1,099 | $2,173-49.4% | $2,836-61.2% | $2,596-57.7% |
| Participant deferral / active EE | $2,436 | $3,779-35.5% | $4,656-47.7% | $4,027-39.5% |
| Admin fee / account holder | $8,097 | $6,112+32.5% | $7,493+8.1% | $5,403+49.9% |