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 | $63,153 | $99,341-36.4% | $84,750-25.5% | $273,961-76.9% |
| Participation rate | 46.2% | 80.7%-34.5pp | 76.6%-30.4pp | 83.0%-36.9pp |
| Annual return | -0.36% | 22.93%-23.3pp | 22.78%-23.1pp | 41.45%-41.8pp |
| Employer contribution / active EE | $14,842 | $4,214+252.2% | $3,574+315.2% | $4,869+204.8% |
| Participant deferral / active EE | $3,067 | $4,269-28.2% | $3,712-17.4% | $5,287-42.0% |
| Admin fee / account holder | $1,469 | $6,644-77.9% | $5,332-72.4% | $10,132-85.5% |