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 | $24,950 | $90,503-72.4% | $78,689-68.3% | $273,961-90.9% |
| Participation rate | 59.1% | 76.5%-17.4pp | 73.6%-14.5pp | 83.0%-23.9pp |
| Annual return | 2.01% | 75.60%-73.6pp | 62.18%-60.2pp | 41.45%-39.4pp |
| Employer contribution / active EE | $1,290 | $3,176-59.4% | $2,851-54.7% | $4,869-73.5% |
| Participant deferral / active EE | $3,926 | $3,901+0.6% | $3,517+11.6% | $5,287-25.8% |
| Admin fee / account holder | $646 | $5,263-87.7% | $4,510-85.7% | $10,132-93.6% |