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 5-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 | $83,984 | $45,863+83.1% | $77,024+9.0% | $68,494+22.6% |
| Participation rate | 53.3% | 55.9%-2.6pp | 67.9%-14.6pp | 67.9%-14.6pp |
| Annual return | -26.89% | 1.72%-28.6pp | 42.32%-69.2pp | -7.84%-19.1pp |
| Employer contribution / active EE | $1,432 | $1,650-13.2% | $2,812-49.1% | $2,596-44.8% |
| Participant deferral / active EE | $2,888 | $2,962-2.5% | $4,426-34.8% | $4,027-28.3% |
| Admin fee / account holder | $18,723 | $3,041+515.8% | $5,425+245.1% | $5,403+246.6% |