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 | $39,279 | $99,341-60.5% | $84,750-53.7% | $273,961-85.7% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 0.63% | 22.93%-22.3pp | 22.78%-22.2pp | 41.45%-40.8pp |
| Employer contribution / active EE | $1,627 | $4,214-61.4% | $3,574-54.5% | $4,869-66.6% |
| Participant deferral / active EE | $4,359 | $4,269+2.1% | $3,712+17.5% | $5,287-17.5% |
| Admin fee / account holder | $25,366 | $6,644+281.8% | $5,332+375.7% | $10,132+150.4% |