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 | $36,753 | $49,280-25.4% | $67,313-45.4% | $64,186-42.7% |
| Participation rate | 68.4% | 60.8%+7.6pp | 69.1%-0.7pp | 69.6%-1.1pp |
| Annual return | -8.75% | -1.39%-7.4pp | -4.08%-4.7pp | 7.63%-16.4pp |
| Employer contribution / active EE | $2,004 | $1,668+20.1% | $2,566-21.9% | $2,381-15.8% |
| Participant deferral / active EE | $3,006 | $2,484+21.0% | $3,568-15.8% | $3,470-13.4% |
| Admin fee / account holder | $6,589 | $3,863+70.6% | $4,507+46.2% | $4,888+34.8% |