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 | $45,076 | $54,726-17.6% | $68,793-34.5% | $64,186-29.8% |
| Participation rate | 66.7% | 68.0%-1.4pp | 72.2%-5.6pp | 69.6%-2.9pp |
| Annual return | -10.17% | -1.62%-8.6pp | -4.63%-5.5pp | 7.63%-17.8pp |
| Employer contribution / active EE | $1,414 | $1,846-23.4% | $2,625-46.1% | $2,381-40.6% |
| Participant deferral / active EE | $3,687 | $2,626+40.4% | $3,311+11.3% | $3,470+6.3% |
| Admin fee / account holder | $2,184 | $4,027-45.8% | $5,131-57.4% | $4,888-55.3% |