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 | $40,208 | $43,723-8.0% | $121,196-66.8% | $64,186-37.4% |
| Participation rate | 60.5% | 58.3%+2.2pp | 71.7%-11.2pp | 69.6%-9.0pp |
| Annual return | -8.09% | 68.91%-77.0pp | 16.93%-25.0pp | 7.63%-15.7pp |
| Employer contribution / active EE | $744 | $1,296-42.6% | $4,022-81.5% | $2,381-68.7% |
| Participant deferral / active EE | $2,191 | $2,280-3.9% | $3,344-34.5% | $3,470-36.9% |
| Admin fee / account holder | $332 | $3,501-90.5% | $5,019-93.4% | $4,888-93.2% |