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 | $63,886 | $54,229+17.8% | $70,092-8.9% | $68,494-6.7% |
| Participation rate | 36.5% | 64.5%-28.0pp | 70.5%-34.0pp | 67.9%-31.4pp |
| Annual return | -22.94% | -13.87%-9.1pp | 190.73%-213.7pp | -7.84%-15.1pp |
| Employer contribution / active EE | $776 | $2,018-61.5% | $2,559-69.7% | $2,596-70.1% |
| Participant deferral / active EE | $1,526 | $2,956-48.4% | $3,849-60.4% | $4,027-62.1% |
| Admin fee / account holder | $2,238 | $4,694-52.3% | $6,267-64.3% | $5,403-58.6% |