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 | $58,813 | $50,958+15.4% | $74,550-21.1% | $64,186-8.4% |
| Participation rate | 40.5% | 61.1%-20.6pp | 69.1%-28.6pp | 69.6%-29.1pp |
| Annual return | -8.20% | -1.86%-6.3pp | 32.53%-40.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,210 | $1,115+8.5% | $1,961-38.3% | $2,381-49.2% |
| Participant deferral / active EE | $1,776 | $2,301-22.8% | $3,108-42.9% | $3,470-48.8% |
| Admin fee / account holder | $7,210 | $4,223+70.7% | $5,060+42.5% | $4,888+47.5% |