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 | $64,266 | $50,958+26.1% | $74,550-13.8% | $64,186+0.1% |
| Participation rate | 45.0% | 61.1%-16.1pp | 69.1%-24.1pp | 69.6%-24.6pp |
| Annual return | -8.27% | -1.86%-6.4pp | 32.53%-40.8pp | 7.63%-15.9pp |
| Employer contribution / active EE | $465 | $1,115-58.3% | $1,961-76.3% | $2,381-80.5% |
| Participant deferral / active EE | $3,054 | $2,301+32.7% | $3,108-1.8% | $3,470-12.0% |
| Admin fee / account holder | $3,838 | $4,223-9.1% | $5,060-24.1% | $4,888-21.5% |