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 | $59,793 | $72,404-17.4% | $110,238-45.8% | $64,186-6.8% |
| Participation rate | 66.0% | 73.3%-7.3pp | 79.8%-13.8pp | 69.6%-3.5pp |
| Annual return | -8.36% | -6.29%-2.1pp | 314.74%-323.1pp | 7.63%-16.0pp |
| Employer contribution / active EE | $2,568 | $2,282+12.6% | $3,826-32.9% | $2,381+7.9% |
| Participant deferral / active EE | $4,728 | $3,469+36.3% | $4,672+1.2% | $3,470+36.3% |
| Admin fee / account holder | $1,330 | $5,664-76.5% | $8,547-84.4% | $4,888-72.8% |