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 | $63,668 | $127,100-49.9% | $105,738-39.8% | $135,375-53.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 76.3%-26.3pp | 82.6%-32.6pp |
| Annual return | -8.74% | 4.49%-13.2pp | 6.27%-15.0pp | 519.73%-528.5pp |
| Employer contribution / active EE | $3,351 | $4,107-18.4% | $3,268+2.5% | $4,779-29.9% |
| Participant deferral / active EE | $4,445 | $5,064-12.2% | $4,080+8.9% | $5,609-20.7% |
| Admin fee / account holder | $4,871 | $9,087-46.4% | $6,913-29.5% | $10,827-55.0% |