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 | $26,675 | $88,707-69.9% | $74,183-64.0% | $273,961-90.3% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 0.92% | 11.94%-11.0pp | 17.74%-16.8pp | 41.45%-40.5pp |
| Employer contribution / active EE | $2,715 | $3,159-14.1% | $2,370+14.5% | $4,869-44.2% |
| Participant deferral / active EE | $2,905 | $4,212-31.0% | $3,550-18.2% | $5,287-45.1% |
| Admin fee / account holder | $3,698 | $8,717-57.6% | $5,586-33.8% | $10,132-63.5% |