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 | $85,843 | $72,404+18.6% | $110,238-22.1% | $64,186+33.7% |
| Participation rate | 67.6% | 73.3%-5.7pp | 79.8%-12.2pp | 69.6%-1.9pp |
| Annual return | -7.72% | -6.29%-1.4pp | 314.74%-322.5pp | 7.63%-15.3pp |
| Employer contribution / active EE | $544 | $2,282-76.2% | $3,826-85.8% | $2,381-77.1% |
| Participant deferral / active EE | $1,673 | $3,469-51.8% | $4,672-64.2% | $3,470-51.8% |
| Admin fee / account holder | $8,370 | $5,664+47.8% | $8,547-2.1% | $4,888+71.2% |