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 | $73,179 | $53,596+36.5% | $90,645-19.3% | $64,186+14.0% |
| Participation rate | 31.6% | 64.5%-32.9pp | 74.0%-42.4pp | 69.6%-38.0pp |
| Annual return | -8.73% | 4.41%-13.1pp | 1.88%-10.6pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,188 | $1,503-20.9% | $2,532-53.1% | $2,381-50.1% |
| Participant deferral / active EE | $2,613 | $2,459+6.3% | $3,425-23.7% | $3,470-24.7% |
| Admin fee / account holder | $7,054 | $3,868+82.4% | $4,994+41.2% | $4,888+44.3% |