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 | $84,990 | $48,265+76.1% | $68,791+23.5% | $68,494+24.1% |
| Participation rate | 51.3% | 60.7%-9.4pp | 69.0%-17.7pp | 67.9%-16.6pp |
| Annual return | -20.12% | -12.71%-7.4pp | -6.38%-13.7pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,610 | $1,829-12.0% | $2,655-39.4% | $2,596-38.0% |
| Participant deferral / active EE | $3,712 | $2,867+29.5% | $3,941-5.8% | $4,027-7.8% |
| Admin fee / account holder | $1,219 | $4,355-72.0% | $4,932-75.3% | $5,403-77.4% |