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 | $54,754 | $56,484-3.1% | $169,463-67.7% | $64,186-14.7% |
| Participation rate | 63.9% | 64.5%-0.6pp | 77.8%-13.8pp | 69.6%-5.6pp |
| Annual return | -8.33% | -1.55%-6.8pp | 1.83%-10.2pp | 7.63%-16.0pp |
| Employer contribution / active EE | $469 | $1,832-74.4% | $4,159-88.7% | $2,381-80.3% |
| Participant deferral / active EE | $3,032 | $3,448-12.1% | $5,277-42.5% | $3,470-12.6% |
| Admin fee / account holder | $2,358 | $4,174-43.5% | $9,109-74.1% | $4,888-51.8% |