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 | $35,856 | $66,098-45.8% | $101,794-64.8% | $74,304-51.7% |
| Participation rate | 62.7% | 53.8%+9.0pp | 69.2%-6.4pp | 60.3%+2.4pp |
| Annual return | -1.07% | 19.59%-20.7pp | 30.53%-31.6pp | 29.43%-30.5pp |
| Employer contribution / active EE | $475 | $1,082-56.1% | $2,289-79.2% | $2,241-78.8% |
| Participant deferral / active EE | $1,304 | $2,781-53.1% | $4,084-68.1% | $3,767-65.4% |
| Admin fee / account holder | $4,080 | $4,146-1.6% | $8,777-53.5% | $2,969+37.4% |