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 | $54,369 | $60,349-9.9% | $74,183-26.7% | $62,891-13.6% |
| Participation rate | 69.4% | 72.7%-3.3pp | 76.6%-7.2pp | 69.3%+0.1pp |
| Annual return | -3.95% | 21.37%-25.3pp | 17.74%-21.7pp | 20.14%-24.1pp |
| Employer contribution / active EE | $2,228 | $1,680+32.6% | $2,370-6.0% | $2,281-2.3% |
| Participant deferral / active EE | $3,069 | $2,856+7.5% | $3,550-13.5% | $3,203-4.2% |
| Admin fee / account holder | $5,095 | $4,261+19.6% | $5,586-8.8% | $4,296+18.6% |