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 | $87,522 | $50,958+71.8% | $74,550+17.4% | $64,186+36.4% |
| Participation rate | 38.5% | 61.1%-22.6pp | 69.1%-30.7pp | 69.6%-31.1pp |
| Annual return | -8.20% | -1.86%-6.3pp | 32.53%-40.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $449 | $1,115-59.7% | $1,961-77.1% | $2,381-81.1% |
| Participant deferral / active EE | $2,049 | $2,301-11.0% | $3,108-34.1% | $3,470-40.9% |
| Admin fee / account holder | $995 | $4,223-76.4% | $5,060-80.3% | $4,888-79.6% |