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 | $42,101 | $50,958-17.4% | $74,550-43.5% | $64,186-34.4% |
| Participation rate | 62.3% | 61.1%+1.2pp | 69.1%-6.9pp | 69.6%-7.3pp |
| Annual return | -8.31% | -1.86%-6.5pp | 32.53%-40.8pp | 7.63%-15.9pp |
| Employer contribution / active EE | $725 | $1,115-35.0% | $1,961-63.0% | $2,381-69.5% |
| Participant deferral / active EE | $2,684 | $2,301+16.6% | $3,108-13.7% | $3,470-22.6% |
| Admin fee / account holder | $1,331 | $4,223-68.5% | $5,060-73.7% | $4,888-72.8% |