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 | $39,935 | $76,552-47.8% | $123,892-67.8% | $62,891-36.5% |
| Participation rate | 30.8% | 73.0%-42.2pp | 81.4%-50.6pp | 69.3%-38.5pp |
| Annual return | 5.53% | 18.68%-13.1pp | 47.52%-42.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,275 | $2,883-55.8% | $4,617-72.4% | $2,281-44.1% |
| Participant deferral / active EE | $3,602 | $4,840-25.6% | $5,984-39.8% | $3,203+12.5% |
| Admin fee / account holder | $15,678 | $4,826+224.9% | $8,357+87.6% | $4,296+265.0% |