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 | $41,812 | $71,883-41.8% | $86,677-51.8% | $68,494-39.0% |
| Participation rate | 66.7% | 72.2%-5.6pp | 76.6%-9.9pp | 67.9%-1.2pp |
| Annual return | -18.98% | 3.52%-22.5pp | 35.91%-54.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $2,362 | $2,173+8.7% | $2,836-16.7% | $2,596-9.0% |
| Participant deferral / active EE | $4,802 | $3,779+27.1% | $4,656+3.1% | $4,027+19.2% |
| Admin fee / account holder | $909 | $6,112-85.1% | $7,493-87.9% | $5,403-83.2% |