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 | $58,572 | $61,660-5.0% | $80,019-26.8% | $64,186-8.7% |
| Participation rate | 52.9% | 71.7%-18.7pp | 75.8%-22.9pp | 69.6%-16.6pp |
| Annual return | -7.89% | -0.33%-7.6pp | 11.22%-19.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,283 | $1,810-29.1% | $2,468-48.0% | $2,381-46.1% |
| Participant deferral / active EE | $1,720 | $2,968-42.0% | $3,686-53.3% | $3,470-50.4% |
| Admin fee / account holder | $4,983 | $5,417-8.0% | $6,521-23.6% | $4,888+1.9% |