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 | $56,057 | $56,0540% | $171,082-67.2% | $62,891-10.9% |
| Participation rate | 64.3% | 62.9%+1.4pp | 76.7%-12.4pp | 69.3%-5.0pp |
| Annual return | -10.92% | 22.52%-33.4pp | 32.56%-43.5pp | 20.14%-31.1pp |
| Employer contribution / active EE | $1,415 | $1,731-18.3% | $4,002-64.6% | $2,281-38.0% |
| Participant deferral / active EE | $3,717 | $3,158+17.7% | $4,797-22.5% | $3,203+16.1% |
| Admin fee / account holder | $9,268 | $3,647+154.1% | $8,520+8.8% | $4,296+115.8% |