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 | $59,639 | $76,552-22.1% | $123,892-51.9% | $62,891-5.2% |
| Participation rate | 60.7% | 73.0%-12.3pp | 81.4%-20.7pp | 69.3%-8.6pp |
| Annual return | -0.31% | 18.68%-19.0pp | 47.52%-47.8pp | 20.14%-20.5pp |
| Employer contribution / active EE | $2,362 | $2,883-18.1% | $4,617-48.8% | $2,281+3.6% |
| Participant deferral / active EE | $5,304 | $4,840+9.6% | $5,984-11.4% | $3,203+65.6% |
| Admin fee / account holder | $501 | $4,826-89.6% | $8,357-94.0% | $4,296-88.3% |