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 | $72,432 | $67,411+7.4% | $91,001-20.4% | $70,131+3.3% |
| Participation rate | 59.3% | 71.4%-12.1pp | 75.6%-16.3pp | 69.5%-10.3pp |
| Annual return | 7.41% | -40.16%+47.6pp | 4.60%+2.8pp | 73.14%-65.7pp |
| Employer contribution / active EE | $873 | $1,786-51.1% | $2,456-64.4% | $2,342-62.7% |
| Participant deferral / active EE | $2,779 | $2,823-1.6% | $3,547-21.7% | $3,332-16.6% |
| Admin fee / account holder | $3,775 | $4,236-10.9% | $5,417-30.3% | $4,645-18.7% |