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 | $42,767 | $50,958-16.1% | $74,550-42.6% | $64,186-33.4% |
| Participation rate | 48.0% | 61.1%-13.1pp | 69.1%-21.1pp | 69.6%-21.6pp |
| Annual return | -11.02% | -1.86%-9.2pp | 32.53%-43.6pp | 7.63%-18.7pp |
| Employer contribution / active EE | $1,783 | $1,115+59.9% | $1,961-9.1% | $2,381-25.1% |
| Participant deferral / active EE | $4,415 | $2,301+91.8% | $3,108+42.0% | $3,470+27.2% |
| Admin fee / account holder | $4,494 | $4,223+6.4% | $5,060-11.2% | $4,888-8.1% |