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 | $49,300 | $50,958-3.3% | $74,550-33.9% | $64,186-23.2% |
| Participation rate | 60.9% | 61.1%-0.1pp | 69.1%-8.2pp | 69.6%-8.6pp |
| Annual return | -10.04% | -1.86%-8.2pp | 32.53%-42.6pp | 7.63%-17.7pp |
| Employer contribution / active EE | $907 | $1,115-18.7% | $1,961-53.7% | $2,381-61.9% |
| Participant deferral / active EE | $3,012 | $2,301+30.9% | $3,108-3.1% | $3,470-13.2% |
| Admin fee / account holder | $12,252 | $4,223+190.2% | $5,060+142.2% | $4,888+150.7% |