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 | $72,025 | $60,989+18.1% | $60,874+18.3% | $66,914+7.6% |
| Participation rate | 68.0% | 74.5%-6.5pp | 73.1%-5.1pp | 69.8%-1.8pp |
| Annual return | -18.21% | -9.60%-8.6pp | 16.90%-35.1pp | 1.58%-19.8pp |
| Employer contribution / active EE | $835 | $2,661-68.6% | $2,701-69.1% | $2,544-67.2% |
| Participant deferral / active EE | $2,128 | $3,615-41.1% | $3,817-44.2% | $4,237-49.8% |
| Admin fee / account holder | $931 | $338+175.0% | $3,224-71.1% | $593+56.9% |