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 | $50,867 | $50,958-0.2% | $74,550-31.8% | $64,186-20.7% |
| Participation rate | 60.0% | 61.1%-1.1pp | 69.1%-9.1pp | 69.6%-9.6pp |
| Annual return | -12.97% | -1.86%-11.1pp | 32.53%-45.5pp | 7.63%-20.6pp |
| Employer contribution / active EE | $1,202 | $1,115+7.8% | $1,961-38.7% | $2,381-49.5% |
| Participant deferral / active EE | $2,445 | $2,301+6.2% | $3,108-21.3% | $3,470-29.5% |
| Admin fee / account holder | $2,881 | $4,223-31.8% | $5,060-43.1% | $4,888-41.1% |