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 | $49,690 | $43,423+14.4% | $78,689-36.9% | $55,167-9.9% |
| Participation rate | 30.5% | 68.0%-37.6pp | 73.6%-43.1pp | 69.0%-38.5pp |
| Annual return | -2.05% | 11.53%-13.6pp | 62.18%-64.2pp | 169.23%-171.3pp |
| Employer contribution / active EE | $815 | $1,997-59.2% | $2,851-71.4% | $1,963-58.5% |
| Participant deferral / active EE | $1,319 | $2,509-47.4% | $3,517-62.5% | $3,054-56.8% |
| Admin fee / account holder | $1,481 | $416+255.9% | $4,510-67.2% | $504+193.9% |