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 | $37,961 | $59,805-36.5% | $79,550-52.3% | $68,494-44.6% |
| Participation rate | 64.5% | 61.1%+3.5pp | 69.5%-5.0pp | 67.9%-3.4pp |
| Annual return | -20.29% | -12.30%-8.0pp | 0.16%-20.5pp | -7.84%-12.4pp |
| Employer contribution / active EE | $948 | $1,505-37.0% | $2,413-60.7% | $2,596-63.5% |
| Participant deferral / active EE | $1,938 | $3,024-35.9% | $3,985-51.4% | $4,027-51.9% |
| Admin fee / account holder | $1,153 | $4,835-76.1% | $6,832-83.1% | $5,403-78.7% |