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 | $27,476 | $58,828-53.3% | $77,999-64.8% | $62,891-56.3% |
| Participation rate | 57.7% | 71.1%-13.4pp | 75.5%-17.8pp | 69.3%-11.6pp |
| Annual return | 3.88% | 17.16%-13.3pp | 425.96%-422.1pp | 20.14%-16.3pp |
| Employer contribution / active EE | $1,186 | $1,672-29.0% | $2,470-52.0% | $2,281-48.0% |
| Participant deferral / active EE | $3,256 | $2,686+21.2% | $3,497-6.9% | $3,203+1.6% |
| Admin fee / account holder | $37,061 | $4,393+743.6% | $5,480+576.2% | $4,296+762.8% |