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 | $76,384 | $73,004+4.6% | $90,749-15.8% | $68,494+11.5% |
| Participation rate | 30.0% | 70.8%-40.8pp | 75.7%-45.7pp | 67.9%-37.9pp |
| Annual return | -18.96% | -13.81%-5.2pp | -12.16%-6.8pp | -7.84%-11.1pp |
| Employer contribution / active EE | $982 | $2,193-55.2% | $2,921-66.4% | $2,596-62.2% |
| Participant deferral / active EE | $1,787 | $3,627-50.7% | $4,564-60.8% | $4,027-55.6% |
| Admin fee / account holder | $4,847 | $5,896-17.8% | $8,445-42.6% | $5,403-10.3% |