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 | $49,607 | $49,177+0.9% | $79,464-37.6% | $64,186-22.7% |
| Participation rate | 19.3% | 65.0%-45.8pp | 73.3%-54.1pp | 69.6%-50.3pp |
| Annual return | -8.16% | -1.16%-7.0pp | 718.14%-726.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $638 | $2,076-69.3% | $2,800-77.2% | $2,381-73.2% |
| Participant deferral / active EE | $940 | $2,821-66.7% | $3,704-74.6% | $3,470-72.9% |
| Admin fee / account holder | $5,131 | $3,839+33.7% | $5,113+0.3% | $4,888+5.0% |