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 | $60,286 | $73,004-17.4% | $90,749-33.6% | $68,494-12.0% |
| Participation rate | 69.2% | 70.8%-1.6pp | 75.7%-6.5pp | 67.9%+1.3pp |
| Annual return | -23.82% | -13.81%-10.0pp | -12.16%-11.7pp | -7.84%-16.0pp |
| Employer contribution / active EE | $1,198 | $2,193-45.4% | $2,921-59.0% | $2,596-53.9% |
| Participant deferral / active EE | $3,479 | $3,627-4.1% | $4,564-23.8% | $4,027-13.6% |
| Admin fee / account holder | $2,096 | $5,896-64.5% | $8,445-75.2% | $5,403-61.2% |