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 | $42,341 | $32,037+32.2% | $69,182-38.8% | $62,891-32.7% |
| Participation rate | 31.9% | 43.4%-11.5pp | 55.1%-23.2pp | 69.3%-37.4pp |
| Annual return | -0.27% | 15.16%-15.4pp | -21.93%+21.7pp | 20.14%-20.4pp |
| Employer contribution / active EE | $107 | $679-84.2% | $1,206-91.1% | $2,281-95.3% |
| Participant deferral / active EE | $1,188 | $1,185+0.2% | $1,897-37.4% | $3,203-62.9% |
| Admin fee / account holder | $522 | $2,608-80.0% | $2,697-80.6% | $4,296-87.9% |