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 | $45,682 | $55,706-18.0% | $75,886-39.8% | $72,985-37.4% |
| Participation rate | 62.3% | 61.1%+1.1pp | 69.3%-7.0pp | 69.5%-7.2pp |
| Annual return | 15.75% | 27.59%-11.8pp | 30.76%-15.0pp | 81.00%-65.3pp |
| Employer contribution / active EE | $909 | $1,687-46.1% | $2,500-63.6% | $2,440-62.7% |
| Participant deferral / active EE | $3,610 | $2,634+37.1% | $3,603+0.2% | $3,607+0.1% |
| Admin fee / account holder | $24,675 | $3,978+520.2% | $5,418+355.4% | $5,124+381.5% |