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 | $29,415 | $49,280-40.3% | $67,313-56.3% | $64,186-54.2% |
| Participation rate | 68.0% | 60.8%+7.2pp | 69.1%-1.1pp | 69.6%-1.6pp |
| Annual return | -8.68% | -1.39%-7.3pp | -4.08%-4.6pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,544 | $1,668-7.4% | $2,566-39.8% | $2,381-35.1% |
| Participant deferral / active EE | $3,985 | $2,484+60.4% | $3,568+11.7% | $3,470+14.9% |
| Admin fee / account holder | $3,181 | $3,863-17.6% | $4,507-29.4% | $4,888-34.9% |