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 | $26,263 | $76,552-65.7% | $123,892-78.8% | $62,891-58.2% |
| Participation rate | 58.3% | 73.0%-14.6pp | 81.4%-23.1pp | 69.3%-11.0pp |
| Annual return | 5.61% | 18.68%-13.1pp | 47.52%-41.9pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,640 | $2,883-43.1% | $4,617-64.5% | $2,281-28.1% |
| Participant deferral / active EE | $3,612 | $4,840-25.4% | $5,984-39.6% | $3,203+12.8% |
| Admin fee / account holder | $336 | $4,826-93.0% | $8,357-96.0% | $4,296-92.2% |