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 | $66,108 | $48,265+37.0% | $68,791-3.9% | $68,494-3.5% |
| Participation rate | 43.8% | 60.7%-16.9pp | 69.0%-25.3pp | 67.9%-24.1pp |
| Annual return | -21.42% | -12.71%-8.7pp | -6.38%-15.0pp | -7.84%-13.6pp |
| Employer contribution / active EE | $1,059 | $1,829-42.1% | $2,655-60.1% | $2,596-59.2% |
| Participant deferral / active EE | $2,592 | $2,867-9.6% | $3,941-34.2% | $4,027-35.6% |
| Admin fee / account holder | $3,081 | $4,355-29.3% | $4,932-37.5% | $5,403-43.0% |