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 | $101,090 | $78,422+28.9% | $95,952+5.4% | $79,858+26.6% |
| Participation rate | 46.9% | 73.5%-26.6pp | 77.1%-30.2pp | 69.6%-22.8pp |
| Annual return | 0.09% | 19.37%-19.3pp | 91.61%-91.5pp | 31.71%-31.6pp |
| Employer contribution / active EE | $1,681 | $1,945-13.6% | $2,541-33.8% | $2,471-32.0% |
| Participant deferral / active EE | $2,155 | $3,440-37.3% | $4,167-48.3% | $3,740-42.4% |
| Admin fee / account holder | $6,992 | $5,622+24.4% | $6,795+2.9% | $5,306+31.8% |