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 | $52,604 | $93,571-43.8% | $135,903-61.3% | $75,163-30.0% |
| Participation rate | 49.1% | 75.2%-26.1pp | 81.9%-32.8pp | 67.2%-18.1pp |
| Annual return | 10.56% | 30.90%-20.3pp | 68.23%-57.7pp | 160.62%-150.1pp |
| Employer contribution / active EE | $1,537 | $3,537-56.5% | $4,856-68.3% | $2,670-42.4% |
| Participant deferral / active EE | $5,278 | $6,404-17.6% | $7,758-32.0% | $4,125+27.9% |
| Admin fee / account holder | $23,561 | $6,975+237.8% | $10,762+118.9% | $5,651+316.9% |