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 | $50,987 | $64,480-20.9% | $81,382-37.3% | $80,856-36.9% |
| Participation rate | 44.4% | 63.9%-19.4pp | 69.5%-25.0pp | 67.6%-23.2pp |
| Annual return | 6.52% | 16.34%-9.8pp | 24.73%-18.2pp | 35.59%-29.1pp |
| Employer contribution / active EE | $653 | $1,978-67.0% | $2,463-73.5% | $2,755-76.3% |
| Participant deferral / active EE | $4,782 | $3,094+54.6% | $3,883+23.1% | $4,296+11.3% |
| Admin fee / account holder | $21,640 | $5,671+281.6% | $5,768+275.1% | $6,918+212.8% |