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 | $21,555 | $49,280-56.3% | $67,313-68.0% | $64,186-66.4% |
| Participation rate | 66.7% | 60.8%+5.9pp | 69.1%-2.4pp | 69.6%-2.9pp |
| Annual return | -9.12% | -1.39%-7.7pp | -4.08%-5.0pp | 7.63%-16.8pp |
| Employer contribution / active EE | $1,443 | $1,668-13.5% | $2,566-43.7% | $2,381-39.4% |
| Participant deferral / active EE | $1,607 | $2,484-35.3% | $3,568-55.0% | $3,470-53.7% |
| Admin fee / account holder | $1,991 | $3,863-48.4% | $4,507-55.8% | $4,888-59.3% |