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 | $96,601 | $62,586+54.3% | $76,768+25.8% | $64,186+50.5% |
| Participation rate | 50.0% | 72.8%-22.8pp | 77.0%-27.0pp | 69.6%-19.6pp |
| Annual return | -8.74% | -1.95%-6.8pp | 2.43%-11.2pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,117 | $1,832-39.0% | $2,485-55.1% | $2,381-53.1% |
| Participant deferral / active EE | $2,809 | $3,145-10.7% | $3,852-27.1% | $3,470-19.0% |
| Admin fee / account holder | $7,606 | $4,667+63.0% | $6,675+13.9% | $4,888+55.6% |