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 | $25,653 | $73,867-65.3% | $143,757-82.2% | $68,494-62.5% |
| Participation rate | 69.8% | 66.7%+3.2pp | 80.3%-10.5pp | 67.9%+2.0pp |
| Annual return | -21.83% | 1.01%-22.8pp | -0.04%-21.8pp | -7.84%-14.0pp |
| Employer contribution / active EE | $3,042 | $3,184-4.5% | $4,951-38.6% | $2,596+17.2% |
| Participant deferral / active EE | $4,042 | $3,384+19.4% | $5,637-28.3% | $4,027+0.4% |
| Admin fee / account holder | $2,189 | $5,755-62.0% | $14,673-85.1% | $5,403-59.5% |