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 | $52,302 | $48,265+8.4% | $68,791-24.0% | $68,494-23.6% |
| Participation rate | 53.2% | 60.7%-7.5pp | 69.0%-15.8pp | 67.9%-14.7pp |
| Annual return | -20.20% | -12.71%-7.5pp | -6.38%-13.8pp | -7.84%-12.4pp |
| Employer contribution / active EE | $508 | $1,829-72.2% | $2,655-80.9% | $2,596-80.4% |
| Participant deferral / active EE | $1,921 | $2,867-33.0% | $3,941-51.3% | $4,027-52.3% |
| Admin fee / account holder | $2,325 | $4,355-46.6% | $4,932-52.9% | $5,403-57.0% |