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 | $73,348 | $50,958+43.9% | $74,550-1.6% | $64,186+14.3% |
| Participation rate | 55.4% | 61.1%-5.7pp | 69.1%-13.7pp | 69.6%-14.2pp |
| Annual return | -10.09% | -1.86%-8.2pp | 32.53%-42.6pp | 7.63%-17.7pp |
| Employer contribution / active EE | $1,456 | $1,115+30.6% | $1,961-25.7% | $2,381-38.8% |
| Participant deferral / active EE | $3,528 | $2,301+53.3% | $3,108+13.5% | $3,470+1.7% |
| Admin fee / account holder | $9,994 | $4,223+136.7% | $5,060+97.5% | $4,888+104.5% |