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 | $55,142 | $54,726+0.8% | $68,793-19.8% | $64,186-14.1% |
| Participation rate | 25.3% | 68.0%-42.8pp | 72.2%-47.0pp | 69.6%-44.3pp |
| Annual return | -8.79% | -1.62%-7.2pp | -4.63%-4.2pp | 7.63%-16.4pp |
| Employer contribution / active EE | $536 | $1,846-71.0% | $2,625-79.6% | $2,381-77.5% |
| Participant deferral / active EE | $1,360 | $2,626-48.2% | $3,311-58.9% | $3,470-60.8% |
| Admin fee / account holder | $612 | $4,027-84.8% | $5,131-88.1% | $4,888-87.5% |