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 | $84,786 | $45,863+84.9% | $77,024+10.1% | $68,494+23.8% |
| Participation rate | 57.4% | 55.9%+1.5pp | 67.9%-10.5pp | 67.9%-10.4pp |
| Annual return | -20.55% | 1.72%-22.3pp | 42.32%-62.9pp | -7.84%-12.7pp |
| Employer contribution / active EE | $260 | $1,650-84.2% | $2,812-90.8% | $2,596-90.0% |
| Participant deferral / active EE | $2,886 | $2,962-2.6% | $4,426-34.8% | $4,027-28.3% |
| Admin fee / account holder | $13,565 | $3,041+346.1% | $5,425+150.0% | $5,403+151.1% |