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 6-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 | $80,162 | $71,883+11.5% | $86,677-7.5% | $68,494+17.0% |
| Participation rate | 51.5% | 72.2%-20.7pp | 76.6%-25.1pp | 67.9%-16.4pp |
| Annual return | -20.51% | 3.52%-24.0pp | 35.91%-56.4pp | -7.84%-12.7pp |
| Employer contribution / active EE | $1,076 | $2,173-50.5% | $2,836-62.1% | $2,596-58.6% |
| Participant deferral / active EE | $3,473 | $3,779-8.1% | $4,656-25.4% | $4,027-13.8% |
| Admin fee / account holder | $4,594 | $6,112-24.8% | $7,493-38.7% | $5,403-15.0% |