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 | $52,984 | $46,869+13.0% | $122,332-56.7% | $70,131-24.4% |
| Participation rate | 44.4% | 58.2%-13.7pp | 71.6%-27.2pp | 69.5%-25.1pp |
| Annual return | 12.52% | 24.22%-11.7pp | 30.27%-17.8pp | 73.14%-60.6pp |
| Employer contribution / active EE | $1,216 | $1,288-5.6% | $4,050-70.0% | $2,342-48.1% |
| Participant deferral / active EE | $2,057 | $2,166-5.0% | $3,287-37.4% | $3,332-38.3% |
| Admin fee / account holder | $20,434 | $3,322+515.0% | $5,478+273.0% | $4,645+339.9% |