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 | $47,801 | $61,660-22.5% | $80,019-40.3% | $64,186-25.5% |
| Participation rate | 67.7% | 71.7%-3.9pp | 75.8%-8.1pp | 69.6%-1.8pp |
| Annual return | -7.92% | -0.33%-7.6pp | 11.22%-19.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,785 | $1,810-1.4% | $2,468-27.7% | $2,381-25.0% |
| Participant deferral / active EE | $3,736 | $2,968+25.9% | $3,686+1.4% | $3,470+7.7% |
| Admin fee / account holder | $7,501 | $5,417+38.5% | $6,521+15.0% | $4,888+53.5% |