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 | $54,741 | $59,725-8.3% | $68,509-20.1% | - |
| Participation rate | 51.5% | 66.5%-15.0pp | 74.7%-23.2pp | - |
| Annual return | -2.21% | 51.05%-53.3pp | 8.27%-10.5pp | - |
| Employer contribution / active EE | $1,673 | $1,613+3.7% | $2,278-26.5% | - |
| Participant deferral / active EE | $1,972 | $2,426-18.7% | $3,382-41.7% | - |
| Admin fee / account holder | $1,151 | $8,564-86.6% | $5,275-78.2% | - |