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 | $60,650 | $43,327+40.0% | $59,878+1.3% | $64,186-5.5% |
| Participation rate | 49.3% | 69.2%-19.9pp | 74.7%-25.4pp | 69.6%-20.3pp |
| Annual return | -7.37% | -1.55%-5.8pp | 3.46%-10.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,340 | $2,028-34.0% | $2,722-50.8% | $2,381-43.7% |
| Participant deferral / active EE | $2,843 | $2,546+11.7% | $3,402-16.4% | $3,470-18.1% |
| Admin fee / account holder | $4,411 | $3,005+46.8% | $3,590+22.9% | $4,888-9.8% |