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 | $64,626 | $59,097+9.4% | $82,389-21.6% | $74,304-13.0% |
| Participation rate | 26.0% | 52.8%-26.8pp | 69.5%-43.6pp | 60.3%-34.4pp |
| Annual return | 4.10% | 22.85%-18.7pp | 28.67%-24.6pp | 29.43%-25.3pp |
| Employer contribution / active EE | $1,269 | $1,601-20.7% | $2,517-49.6% | $2,241-43.4% |
| Participant deferral / active EE | $2,717 | $2,775-2.1% | $4,155-34.6% | $3,767-27.9% |
| Admin fee / account holder | $91,892 | $4,489+1946.9% | $7,231+1170.9% | $2,969+2995.2% |