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 | $44,083 | $48,046-8.2% | $84,611-47.9% | $72,985-39.6% |
| Participation rate | 66.7% | 57.6%+9.1pp | 68.2%-1.6pp | 69.5%-2.8pp |
| Annual return | -0.78% | 37.38%-38.2pp | 258.74%-259.5pp | 81.00%-81.8pp |
| Employer contribution / active EE | $1,651 | $1,602+3.1% | $2,652-37.7% | $2,440-32.3% |
| Participant deferral / active EE | $3,515 | $2,680+31.1% | $3,899-9.9% | $3,607-2.6% |
| Admin fee / account holder | $558 | $3,395-83.5% | $4,912-88.6% | $5,124-89.1% |