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 | $108,184 | $81,248+33.2% | $155,509-30.4% | $80,856+33.8% |
| Participation rate | 46.2% | 66.2%-20.1pp | 78.2%-32.0pp | 67.6%-21.5pp |
| Annual return | -13.94% | 33.31%-47.2pp | 64.67%-78.6pp | 35.59%-49.5pp |
| Employer contribution / active EE | $647 | $3,100-79.1% | $4,672-86.2% | $2,755-76.5% |
| Participant deferral / active EE | $3,070 | $3,452-11.1% | $5,626-45.4% | $4,296-28.5% |
| Admin fee / account holder | $1,262 | $7,997-84.2% | $15,912-92.1% | $6,918-81.8% |