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 | $59,933 | $57,016+5.1% | $84,966-29.5% | $80,856-25.9% |
| Participation rate | 25.0% | 56.3%-31.3pp | 67.5%-42.5pp | 67.6%-42.6pp |
| Annual return | 5.68% | 21.66%-16.0pp | 66.38%-60.7pp | 35.59%-29.9pp |
| Employer contribution / active EE | $1,001 | $1,798-44.3% | $2,727-63.3% | $2,755-63.7% |
| Participant deferral / active EE | $1,967 | $3,110-36.7% | $4,519-56.5% | $4,296-54.2% |
| Admin fee / account holder | $102,352 | $4,980+1955.1% | $6,149+1564.6% | $6,918+1379.5% |