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 | $49,324 | $50,958-3.2% | $74,550-33.8% | $64,186-23.2% |
| Participation rate | 54.9% | 61.1%-6.2pp | 69.1%-14.2pp | 69.6%-14.7pp |
| Annual return | -8.26% | -1.86%-6.4pp | 32.53%-40.8pp | 7.63%-15.9pp |
| Employer contribution / active EE | $359 | $1,115-67.8% | $1,961-81.7% | $2,381-84.9% |
| Participant deferral / active EE | $2,391 | $2,301+3.9% | $3,108-23.1% | $3,470-31.1% |
| Admin fee / account holder | $617 | $4,223-85.4% | $5,060-87.8% | $4,888-87.4% |