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 | $97,656 | $50,958+91.6% | $74,550+31.0% | $64,186+52.1% |
| Participation rate | 41.7% | 61.1%-19.4pp | 69.1%-27.5pp | 69.6%-27.9pp |
| Annual return | -9.35% | -1.86%-7.5pp | 32.53%-41.9pp | 7.63%-17.0pp |
| Employer contribution / active EE | $587 | $1,115-47.3% | $1,961-70.0% | $2,381-75.3% |
| Participant deferral / active EE | $1,418 | $2,301-38.4% | $3,108-54.4% | $3,470-59.1% |
| Admin fee / account holder | $2,319 | $4,223-45.1% | $5,060-54.2% | $4,888-52.6% |