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 | $101,183 | $48,265+109.6% | $68,791+47.1% | $68,494+47.7% |
| Participation rate | 43.3% | 60.7%-17.3pp | 69.0%-25.7pp | 67.9%-24.6pp |
| Annual return | -19.89% | -12.71%-7.2pp | -6.38%-13.5pp | -7.84%-12.0pp |
| Employer contribution / active EE | $333 | $1,829-81.8% | $2,655-87.4% | $2,596-87.2% |
| Participant deferral / active EE | $3,367 | $2,867+17.4% | $3,941-14.6% | $4,027-16.4% |
| Admin fee / account holder | $1,848 | $4,355-57.6% | $4,932-62.5% | $5,403-65.8% |