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 | $52,910 | $49,280+7.4% | $67,313-21.4% | $64,186-17.6% |
| Participation rate | 18.2% | 60.8%-42.6pp | 69.1%-50.9pp | 69.6%-51.4pp |
| Annual return | -8.45% | -1.39%-7.1pp | -4.08%-4.4pp | 7.63%-16.1pp |
| Employer contribution / active EE | $325 | $1,668-80.5% | $2,566-87.3% | $2,381-86.4% |
| Participant deferral / active EE | $1,617 | $2,484-34.9% | $3,568-54.7% | $3,470-53.4% |
| Admin fee / account holder | $3,342 | $3,863-13.5% | $4,507-25.8% | $4,888-31.6% |