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 | $71,960 | $57,354+25.5% | $83,848-14.2% | $64,186+12.1% |
| Participation rate | 56.0% | 68.6%-12.6pp | 76.1%-20.1pp | 69.6%-13.6pp |
| Annual return | -10.24% | 11.38%-21.6pp | 850.88%-861.1pp | 7.63%-17.9pp |
| Employer contribution / active EE | $841 | $2,545-66.9% | $3,631-76.8% | $2,381-64.7% |
| Participant deferral / active EE | $1,616 | $2,993-46.0% | $4,082-60.4% | $3,470-53.4% |
| Admin fee / account holder | $543 | $4,046-86.6% | $5,478-90.1% | $4,888-88.9% |