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 | $80,450 | $76,552+5.1% | $123,892-35.1% | $62,891+27.9% |
| Participation rate | 69.0% | 73.0%-3.9pp | 81.4%-12.4pp | 69.3%-0.3pp |
| Annual return | -3.16% | 18.68%-21.8pp | 47.52%-50.7pp | 20.14%-23.3pp |
| Employer contribution / active EE | $1,430 | $2,883-50.4% | $4,617-69.0% | $2,281-37.3% |
| Participant deferral / active EE | $4,892 | $4,840+1.1% | $5,984-18.2% | $3,203+52.7% |
| Admin fee / account holder | $4,540 | $4,826-5.9% | $8,357-45.7% | $4,296+5.7% |