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 | $88,542 | $62,586+41.5% | $76,768+15.3% | $64,186+37.9% |
| Participation rate | 61.3% | 72.8%-11.5pp | 77.0%-15.7pp | 69.6%-8.3pp |
| Annual return | -10.37% | -1.95%-8.4pp | 2.43%-12.8pp | 7.63%-18.0pp |
| Employer contribution / active EE | $1,074 | $1,832-41.4% | $2,485-56.8% | $2,381-54.9% |
| Participant deferral / active EE | $2,671 | $3,145-15.0% | $3,852-30.6% | $3,470-23.0% |
| Admin fee / account holder | $9,041 | $4,667+93.7% | $6,675+35.5% | $4,888+85.0% |