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 | $46,552 | $54,762-15.0% | $90,281-48.4% | $72,985-36.2% |
| Participation rate | 61.1% | 65.1%-4.1pp | 73.3%-12.2pp | 69.5%-8.4pp |
| Annual return | 5.38% | 30.63%-25.3pp | 78.10%-72.7pp | 81.00%-75.6pp |
| Employer contribution / active EE | $1,048 | $2,092-49.9% | $2,854-63.3% | $2,440-57.1% |
| Participant deferral / active EE | $2,566 | $2,887-11.1% | $3,885-34.0% | $3,607-28.9% |
| Admin fee / account holder | $12,160 | $3,972+206.1% | $5,351+127.2% | $5,124+137.3% |