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 | $69,102 | $72,177-4.3% | $115,037-39.9% | $59,632+15.9% |
| Participation rate | 42.9% | 72.6%-29.7pp | 81.4%-38.5pp | 68.7%-25.8pp |
| Annual return | -3.28% | 12.02%-15.3pp | 26.14%-29.4pp | 2041.28%-2044.6pp |
| Employer contribution / active EE | $3,229 | $2,841+13.6% | $4,608-29.9% | $2,203+46.6% |
| Participant deferral / active EE | $6,272 | $4,783+31.1% | $6,026+4.1% | $3,192+96.5% |
| Admin fee / account holder | $2,790 | $4,927-43.4% | $8,175-65.9% | $4,297-35.1% |