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 | $67,036 | $53,596+25.1% | $90,645-26.0% | $64,186+4.4% |
| Participation rate | 31.8% | 64.5%-32.7pp | 74.0%-42.2pp | 69.6%-37.8pp |
| Annual return | -9.33% | 4.41%-13.7pp | 1.88%-11.2pp | 7.63%-17.0pp |
| Employer contribution / active EE | $806 | $1,503-46.4% | $2,532-68.2% | $2,381-66.2% |
| Participant deferral / active EE | $1,756 | $2,459-28.6% | $3,425-48.7% | $3,470-49.4% |
| Admin fee / account holder | $613 | $3,868-84.1% | $4,994-87.7% | $4,888-87.5% |