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 | $72,076 | $54,350+32.6% | $82,719-12.9% | $68,494+5.2% |
| Participation rate | 51.9% | 63.9%-12.0pp | 72.6%-20.6pp | 67.9%-16.0pp |
| Annual return | -22.64% | -13.67%-9.0pp | 701.18%-723.8pp | -7.84%-14.8pp |
| Employer contribution / active EE | $2,203 | $2,218-0.7% | $3,009-26.8% | $2,596-15.2% |
| Participant deferral / active EE | $3,919 | $3,246+20.7% | $4,395-10.8% | $4,027-2.7% |
| Admin fee / account holder | $5,284 | $4,395+20.2% | $5,329-0.8% | $5,403-2.2% |