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 | $61,326 | $62,586-2.0% | $76,768-20.1% | $64,186-4.5% |
| Participation rate | 53.8% | 72.8%-19.0pp | 77.0%-23.1pp | 69.6%-15.7pp |
| Annual return | -7.91% | -1.95%-6.0pp | 2.43%-10.3pp | 7.63%-15.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,079 | $3,145+29.7% | $3,852+5.9% | $3,470+17.6% |
| Admin fee / account holder | $6,864 | $4,667+47.1% | $6,675+2.8% | $4,888+40.4% |