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 | $71,150 | $53,162+33.8% | $91,220-22.0% | $68,494+3.9% |
| Participation rate | 59.6% | 63.2%-3.6pp | 73.2%-13.6pp | 67.9%-8.3pp |
| Annual return | -21.22% | -3.14%-18.1pp | 114.01%-135.2pp | -7.84%-13.4pp |
| Employer contribution / active EE | $603 | $1,709-64.7% | $2,850-78.8% | $2,596-76.8% |
| Participant deferral / active EE | $2,442 | $2,974-17.9% | $4,234-42.3% | $4,027-39.4% |
| Admin fee / account holder | $7,057 | $4,493+57.1% | $5,420+30.2% | $5,403+30.6% |