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 | $96,239 | $72,492+32.8% | $87,100+10.5% | $72,985+31.9% |
| Participation rate | 53.7% | 72.8%-19.2pp | 76.9%-23.2pp | 69.5%-15.8pp |
| Annual return | -3.11% | 24.46%-27.6pp | 28.19%-31.3pp | 81.00%-84.1pp |
| Employer contribution / active EE | $584 | $1,894-69.2% | $2,521-76.9% | $2,440-76.1% |
| Participant deferral / active EE | $2,334 | $3,270-28.6% | $4,049-42.3% | $3,607-35.3% |
| Admin fee / account holder | $1,620 | $5,055-67.9% | $7,497-78.4% | $5,124-68.4% |