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 | $62,474 | $75,828-17.6% | $147,614-57.7% | $59,632+4.8% |
| Participation rate | 66.7% | 71.6%-4.9pp | 84.6%-18.0pp | 68.7%-2.0pp |
| Annual return | -3.00% | 0.37%-3.4pp | 61.98%-65.0pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $1,343 | $3,485-61.5% | $5,564-75.9% | $2,203-39.0% |
| Participant deferral / active EE | $2,177 | $3,130-30.4% | $4,895-55.5% | $3,192-31.8% |
| Admin fee / account holder | $1,267 | $5,985-78.8% | $11,611-89.1% | $4,297-70.5% |