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 | $44,770 | $50,958-12.1% | $74,550-39.9% | $64,186-30.2% |
| Participation rate | 62.1% | 61.1%+1.0pp | 69.1%-7.1pp | 69.6%-7.5pp |
| Annual return | -11.45% | -1.86%-9.6pp | 32.53%-44.0pp | 7.63%-19.1pp |
| Employer contribution / active EE | $927 | $1,115-16.9% | $1,961-52.7% | $2,381-61.1% |
| Participant deferral / active EE | $2,389 | $2,301+3.8% | $3,108-23.1% | $3,470-31.1% |
| Admin fee / account holder | $880 | $4,223-79.2% | $5,060-82.6% | $4,888-82.0% |