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 | $46,178 | $50,958-9.4% | $74,550-38.1% | $64,186-28.1% |
| Participation rate | 48.9% | 61.1%-12.2pp | 69.1%-20.3pp | 69.6%-20.7pp |
| Annual return | -10.61% | -1.86%-8.8pp | 32.53%-43.1pp | 7.63%-18.2pp |
| Employer contribution / active EE | $1,232 | $1,115+10.5% | $1,961-37.2% | $2,381-48.3% |
| Participant deferral / active EE | $3,767 | $2,301+63.7% | $3,108+21.2% | $3,470+8.6% |
| Admin fee / account holder | $1,091 | $4,223-74.2% | $5,060-78.4% | $4,888-77.7% |