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 | $74,740 | $73,004+2.4% | $90,749-17.6% | $68,494+9.1% |
| Participation rate | 68.5% | 70.8%-2.3pp | 75.7%-7.2pp | 67.9%+0.6pp |
| Annual return | -19.03% | -13.81%-5.2pp | -12.16%-6.9pp | -7.84%-11.2pp |
| Employer contribution / active EE | $3,036 | $2,193+38.5% | $2,921+4.0% | $2,596+17.0% |
| Participant deferral / active EE | $5,793 | $3,627+59.7% | $4,564+26.9% | $4,027+43.8% |
| Admin fee / account holder | $4,104 | $5,896-30.4% | $8,445-51.4% | $5,403-24.0% |