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 | $35,413 | $50,958-30.5% | $74,550-52.5% | $64,186-44.8% |
| Participation rate | 62.2% | 61.1%+1.2pp | 69.1%-6.9pp | 69.6%-7.3pp |
| Annual return | -8.21% | -1.86%-6.4pp | 32.53%-40.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,790 | $1,115+60.5% | $1,961-8.7% | $2,381-24.8% |
| Participant deferral / active EE | $3,454 | $2,301+50.1% | $3,108+11.1% | $3,470-0.4% |
| Admin fee / account holder | $1,033 | $4,223-75.5% | $5,060-79.6% | $4,888-78.9% |