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 | $26,549 | $58,523-54.6% | $99,443-73.3% | $72,985-63.6% |
| Participation rate | 64.4% | 64.6%-0.2pp | 73.8%-9.4pp | 69.5%-5.0pp |
| Annual return | 2.68% | 28.51%-25.8pp | 30.72%-28.0pp | 81.00%-78.3pp |
| Employer contribution / active EE | $1,006 | $1,512-33.4% | $2,540-60.4% | $2,440-58.8% |
| Participant deferral / active EE | $1,054 | $2,606-59.6% | $3,619-70.9% | $3,607-70.8% |
| Admin fee / account holder | $7,021 | $4,102+71.2% | $6,250+12.3% | $5,124+37.0% |