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 | $71,942 | $69,977+2.8% | $108,579-33.7% | $62,891+14.4% |
| Participation rate | 55.0% | 72.9%-17.9pp | 79.6%-24.6pp | 69.3%-14.3pp |
| Annual return | 2.69% | 10.73%-8.0pp | -51.70%+54.4pp | 20.14%-17.5pp |
| Employer contribution / active EE | $474 | $2,135-77.8% | $3,758-87.4% | $2,281-79.2% |
| Participant deferral / active EE | $1,786 | $3,165-43.6% | $4,311-58.6% | $3,203-44.2% |
| Admin fee / account holder | $30,934 | $5,076+509.4% | $7,645+304.6% | $4,296+620.1% |