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 | $43,298 | $86,944-50.2% | $107,525-59.7% | $74,304-41.7% |
| Participation rate | 48.0% | 59.6%-11.6pp | 75.1%-27.1pp | 60.3%-12.4pp |
| Annual return | 11.11% | 23.52%-12.4pp | 181.32%-170.2pp | 29.43%-18.3pp |
| Employer contribution / active EE | $1,508 | $2,757-45.3% | $3,754-59.8% | $2,241-32.7% |
| Participant deferral / active EE | $3,206 | $3,554-9.8% | $5,116-37.3% | $3,767-14.9% |
| Admin fee / account holder | $13,071 | $3,727+250.8% | $8,919+46.6% | $2,969+340.3% |