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 | $37,537 | $95,803-60.8% | $113,168-66.8% | $84,808-55.7% |
| Participation rate | 44.8% | 72.9%-28.0pp | 76.6%-31.7pp | 68.3%-23.5pp |
| Annual return | 11.58% | 25.00%-13.4pp | 24.27%-12.7pp | 40.90%-29.3pp |
| Employer contribution / active EE | $1,302 | $2,360-44.8% | $2,975-56.2% | $2,631-50.5% |
| Participant deferral / active EE | $2,805 | $4,242-33.9% | $5,107-45.1% | $4,212-33.4% |
| Admin fee / account holder | $12,688 | $8,989+41.2% | $12,068+5.1% | $7,344+72.8% |