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 | $19,879 | $43,723-54.5% | $121,196-83.6% | $64,186-69.0% |
| Participation rate | 68.3% | 58.3%+10.0pp | 71.7%-3.4pp | 69.6%-1.2pp |
| Annual return | -8.74% | 68.91%-77.6pp | 16.93%-25.7pp | 7.63%-16.4pp |
| Employer contribution / active EE | $837 | $1,296-35.4% | $4,022-79.2% | $2,381-64.8% |
| Participant deferral / active EE | $2,608 | $2,280+14.4% | $3,344-22.0% | $3,470-24.8% |
| Admin fee / account holder | $2,521 | $3,501-28.0% | $5,019-49.8% | $4,888-48.4% |