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 | $56,414 | $52,836+6.8% | $105,738-46.6% | $64,186-12.1% |
| Participation rate | 48.9% | 66.5%-17.6pp | 76.3%-27.4pp | 69.6%-20.6pp |
| Annual return | -8.78% | 14.30%-23.1pp | 6.27%-15.1pp | 7.63%-16.4pp |
| Employer contribution / active EE | $568 | $1,827-68.9% | $3,268-82.6% | $2,381-76.1% |
| Participant deferral / active EE | $2,816 | $2,545+10.6% | $4,080-31.0% | $3,470-18.8% |
| Admin fee / account holder | $1,192 | $3,959-69.9% | $6,913-82.8% | $4,888-75.6% |