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 | $66,872 | $62,586+6.8% | $76,768-12.9% | $64,186+4.2% |
| Participation rate | 67.4% | 72.8%-5.4pp | 77.0%-9.6pp | 69.6%-2.2pp |
| Annual return | -8.98% | -1.95%-7.0pp | 2.43%-11.4pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,529 | $1,832-16.6% | $2,485-38.5% | $2,381-35.8% |
| Participant deferral / active EE | $3,786 | $3,145+20.4% | $3,852-1.7% | $3,470+9.1% |
| Admin fee / account holder | $4,208 | $4,667-9.8% | $6,675-37.0% | $4,888-13.9% |