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 | $28,539 | $77,634-63.2% | $156,549-81.8% | $62,891-54.6% |
| Participation rate | 51.3% | 71.2%-19.9pp | 84.0%-32.7pp | 69.3%-18.0pp |
| Annual return | 3.18% | 50.32%-47.1pp | 32.23%-29.0pp | 20.14%-17.0pp |
| Employer contribution / active EE | $1,004 | $3,444-70.8% | $5,501-81.7% | $2,281-56.0% |
| Participant deferral / active EE | $1,921 | $3,045-36.9% | $4,871-60.6% | $3,203-40.0% |
| Admin fee / account holder | $6,678 | $5,561+20.1% | $13,027-48.7% | $4,296+55.5% |