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 | $102,029 | $71,883+41.9% | $86,677+17.7% | $68,494+49.0% |
| Participation rate | 66.2% | 72.2%-6.1pp | 76.6%-10.4pp | 67.9%-1.7pp |
| Annual return | -23.03% | 3.52%-26.6pp | 35.91%-58.9pp | -7.84%-15.2pp |
| Employer contribution / active EE | $1,315 | $2,173-39.5% | $2,836-53.6% | $2,596-49.3% |
| Participant deferral / active EE | $4,301 | $3,779+13.8% | $4,656-7.6% | $4,027+6.8% |
| Admin fee / account holder | $6,681 | $6,112+9.3% | $7,493-10.8% | $5,403+23.7% |