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 | $52,444 | $67,411-22.2% | $91,001-42.4% | $70,131-25.2% |
| Participation rate | 65.8% | 71.4%-5.6pp | 75.6%-9.8pp | 69.5%-3.8pp |
| Annual return | 9.17% | -40.16%+49.3pp | 4.60%+4.6pp | 73.14%-64.0pp |
| Employer contribution / active EE | $488 | $1,786-72.7% | $2,456-80.1% | $2,342-79.2% |
| Participant deferral / active EE | $2,125 | $2,823-24.7% | $3,547-40.1% | $3,332-36.2% |
| Admin fee / account holder | $4,527 | $4,236+6.9% | $5,417-16.4% | $4,645-2.5% |