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 | $61,104 | $53,162+14.9% | $91,220-33.0% | $68,494-10.8% |
| Participation rate | 41.2% | 63.2%-22.0pp | 73.2%-32.0pp | 67.9%-26.7pp |
| Annual return | -19.93% | -3.14%-16.8pp | 114.01%-133.9pp | -7.84%-12.1pp |
| Employer contribution / active EE | $891 | $1,709-47.9% | $2,850-68.8% | $2,596-65.7% |
| Participant deferral / active EE | $2,213 | $2,974-25.6% | $4,234-47.7% | $4,027-45.0% |
| Admin fee / account holder | $3,238 | $4,493-27.9% | $5,420-40.3% | $5,403-40.1% |