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 | $52,493 | $80,717-35.0% | $154,803-66.1% | $84,808-38.1% |
| Participation rate | 26.7% | 66.8%-40.1pp | 78.1%-51.4pp | 68.3%-41.6pp |
| Annual return | 8.84% | 37.96%-29.1pp | 58.88%-50.0pp | 40.90%-32.1pp |
| Employer contribution / active EE | $475 | $2,761-82.8% | $4,305-89.0% | $2,631-81.9% |
| Participant deferral / active EE | $2,480 | $3,303-24.9% | $5,540-55.2% | $4,212-41.1% |
| Admin fee / account holder | $16,343 | $6,746+142.3% | $14,329+14.1% | $7,344+122.5% |