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 | $56,078 | $72,277-22.4% | $101,248-44.6% | $79,858-29.8% |
| Participation rate | 35.5% | 68.5%-33.0pp | 75.8%-40.3pp | 69.6%-34.1pp |
| Annual return | 5.39% | 22.30%-16.9pp | 46.47%-41.1pp | 31.71%-26.3pp |
| Employer contribution / active EE | $1,467 | $2,692-45.5% | $3,660-59.9% | $2,471-40.6% |
| Participant deferral / active EE | $2,126 | $3,282-35.2% | $4,370-51.3% | $3,740-43.1% |
| Admin fee / account holder | $15,307 | $4,400+247.9% | $5,945+157.5% | $5,306+188.5% |