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 | $38,194 | $135,952-71.9% | $123,892-69.2% | $273,961-86.1% |
| Participation rate | 63.6% | 84.1%-20.4pp | 81.4%-17.8pp | 83.0%-19.4pp |
| Annual return | 2.51% | 56.63%-54.1pp | 47.52%-45.0pp | 41.45%-38.9pp |
| Employer contribution / active EE | $1,031 | $5,170-80.1% | $4,617-77.7% | $4,869-78.8% |
| Participant deferral / active EE | $5,260 | $6,343-17.1% | $5,984-12.1% | $5,287-0.5% |
| Admin fee / account holder | $15,532 | $9,817+58.2% | $8,357+85.9% | $10,132+53.3% |