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 | $64,261 | $89,753-28.4% | $107,525-40.2% | $84,808-24.2% |
| Participation rate | 58.3% | 68.1%-9.7pp | 75.1%-16.7pp | 68.3%-10.0pp |
| Annual return | -1.72% | 29.48%-31.2pp | 181.32%-183.0pp | 40.90%-42.6pp |
| Employer contribution / active EE | $3,352 | $3,113+7.7% | $3,754-10.7% | $2,631+27.4% |
| Participant deferral / active EE | $6,175 | $4,056+52.2% | $5,116+20.7% | $4,212+46.6% |
| Admin fee / account holder | $8,840 | $7,222+22.4% | $8,919-0.9% | $7,344+20.4% |