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 | $102,913 | $54,726+88.1% | $68,793+49.6% | $64,186+60.3% |
| Participation rate | 51.0% | 68.0%-17.0pp | 72.2%-21.2pp | 69.6%-18.5pp |
| Annual return | -7.87% | -1.62%-6.3pp | -4.63%-3.2pp | 7.63%-15.5pp |
| Employer contribution / active EE | $2,400 | $1,846+30.0% | $2,625-8.6% | $2,381+0.8% |
| Participant deferral / active EE | $4,110 | $2,626+56.5% | $3,311+24.1% | $3,470+18.5% |
| Admin fee / account holder | $2,456 | $4,027-39.0% | $5,131-52.1% | $4,888-49.8% |