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 | $79,088 | $95,561-17.2% | $77,163+2.5% | $139,434-43.3% |
| Participation rate | 55.6% | 73.9%-18.4pp | 69.6%-14.0pp | 80.3%-24.8pp |
| Annual return | 0.29% | 54.92%-54.6pp | 37.87%-37.6pp | 372.94%-372.6pp |
| Employer contribution / active EE | $367 | $3,147-88.3% | $2,535-85.5% | $4,751-92.3% |
| Participant deferral / active EE | $2,232 | $4,624-51.7% | $3,833-41.8% | $6,710-66.7% |
| Admin fee / account holder | $20,488 | $8,295+147.0% | $5,472+274.4% | $11,403+79.7% |