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 | $23,721 | $77,634-69.4% | $156,549-84.8% | $62,891-62.3% |
| Participation rate | 59.7% | 71.2%-11.5pp | 84.0%-24.3pp | 69.3%-9.6pp |
| Annual return | 2.49% | 50.32%-47.8pp | 32.23%-29.7pp | 20.14%-17.7pp |
| Employer contribution / active EE | $1,010 | $3,444-70.7% | $5,501-81.6% | $2,281-55.7% |
| Participant deferral / active EE | $1,809 | $3,045-40.6% | $4,871-62.9% | $3,203-43.5% |
| Admin fee / account holder | $6,973 | $5,561+25.4% | $13,027-46.5% | $4,296+62.3% |