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 | $77,483 | $43,327+78.8% | $59,878+29.4% | $64,186+20.7% |
| Participation rate | 41.4% | 69.2%-27.8pp | 74.7%-33.3pp | 69.6%-28.2pp |
| Annual return | -7.29% | -1.55%-5.7pp | 3.46%-10.8pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,334 | $2,028-34.2% | $2,722-51.0% | $2,381-44.0% |
| Participant deferral / active EE | $3,995 | $2,546+56.9% | $3,402+17.4% | $3,470+15.1% |
| Admin fee / account holder | $477 | $3,005-84.1% | $3,590-86.7% | $4,888-90.2% |