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 | $37,689 | $57,016-33.9% | $84,966-55.6% | $80,856-53.4% |
| Participation rate | 51.4% | 56.3%-5.0pp | 67.5%-16.1pp | 67.6%-16.3pp |
| Annual return | 4.21% | 21.66%-17.4pp | 66.38%-62.2pp | 35.59%-31.4pp |
| Employer contribution / active EE | $538 | $1,798-70.1% | $2,727-80.3% | $2,755-80.5% |
| Participant deferral / active EE | $939 | $3,110-69.8% | $4,519-79.2% | $4,296-78.1% |
| Admin fee / account holder | $2,425 | $4,980-51.3% | $6,149-60.6% | $6,918-64.9% |