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 9-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 | $59,282 | $43,327+36.8% | $59,878-1.0% | $64,186-7.6% |
| Participation rate | 64.3% | 69.2%-4.9pp | 74.7%-10.4pp | 69.6%-5.3pp |
| Annual return | -9.93% | -1.55%-8.4pp | 3.46%-13.4pp | 7.63%-17.6pp |
| Employer contribution / active EE | $1,944 | $2,028-4.2% | $2,722-28.6% | $2,381-18.4% |
| Participant deferral / active EE | $2,580 | $2,546+1.4% | $3,402-24.2% | $3,470-25.6% |
| Admin fee / account holder | $1,688 | $3,005-43.8% | $3,590-53.0% | $4,888-65.5% |