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 | $86,207 | $59,839+44.1% | $81,983+5.2% | $79,858+8.0% |
| Participation rate | 55.6% | 61.6%-6.1pp | 69.2%-13.7pp | 69.6%-14.1pp |
| Annual return | -0.26% | 17.56%-17.8pp | 41.31%-41.6pp | 31.71%-32.0pp |
| Employer contribution / active EE | $654 | $1,713-61.8% | $2,498-73.8% | $2,471-73.5% |
| Participant deferral / active EE | $3,084 | $2,695+14.4% | $3,722-17.1% | $3,740-17.5% |
| Admin fee / account holder | $80,518 | $4,287+1778.1% | $5,664+1321.6% | $5,306+1417.4% |