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 | $49,095 | $48,076+2.1% | $78,689-37.6% | $62,891-21.9% |
| Participation rate | 53.3% | 65.2%-11.9pp | 73.6%-20.2pp | 69.3%-16.0pp |
| Annual return | 1.29% | 31.35%-30.1pp | 62.18%-60.9pp | 20.14%-18.9pp |
| Employer contribution / active EE | $245 | $2,015-87.8% | $2,851-91.4% | $2,281-89.3% |
| Participant deferral / active EE | $1,661 | $2,588-35.8% | $3,517-52.8% | $3,203-48.2% |
| Admin fee / account holder | $8,553 | $3,207+166.7% | $4,510+89.6% | $4,296+99.1% |