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 | $61,746 | $56,357+9.6% | $104,294-40.8% | $68,494-9.9% |
| Participation rate | 51.4% | 63.3%-11.8pp | 73.3%-21.8pp | 67.9%-16.5pp |
| Annual return | -24.46% | -9.19%-15.3pp | 24.61%-49.1pp | -7.84%-16.6pp |
| Employer contribution / active EE | $701 | $1,960-64.2% | $3,372-79.2% | $2,596-73.0% |
| Participant deferral / active EE | $3,519 | $3,077+14.4% | $4,625-23.9% | $4,027-12.6% |
| Admin fee / account holder | $3,290 | $4,903-32.9% | $7,339-55.2% | $5,403-39.1% |