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 | $79,558 | $48,076+65.5% | $78,689+1.1% | $62,891+26.5% |
| Participation rate | 55.3% | 65.2%-9.9pp | 73.6%-18.3pp | 69.3%-14.0pp |
| Annual return | -1.24% | 31.35%-32.6pp | 62.18%-63.4pp | 20.14%-21.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,200 | $2,588-53.6% | $3,517-65.9% | $3,203-62.5% |
| Admin fee / account holder | $4,703 | $3,207+46.6% | $4,510+4.3% | $4,296+9.5% |