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 | $40,510 | $91,190-55.6% | $178,490-77.3% | $79,858-49.3% |
| Participation rate | 48.8% | 69.2%-20.4pp | 81.9%-33.1pp | 69.6%-20.8pp |
| Annual return | 9.90% | 24.19%-14.3pp | 151.07%-141.2pp | 31.71%-21.8pp |
| Employer contribution / active EE | $563 | $3,256-82.7% | $5,011-88.8% | $2,471-77.2% |
| Participant deferral / active EE | $2,498 | $3,236-22.8% | $5,202-52.0% | $3,740-33.2% |
| Admin fee / account holder | $13,752 | $6,751+103.7% | $13,984-1.7% | $5,306+159.2% |