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 | $21,031 | $58,512-64.1% | $84,015-75.0% | $72,985-71.2% |
| Participation rate | 54.7% | 61.2%-6.5pp | 69.0%-14.3pp | 69.5%-14.8pp |
| Annual return | 13.00% | 28.93%-15.9pp | 71.31%-58.3pp | 81.00%-68.0pp |
| Employer contribution / active EE | $1,385 | $1,163+19.1% | $1,983-30.1% | $2,440-43.2% |
| Participant deferral / active EE | $1,919 | $2,394-19.8% | $3,239-40.8% | $3,607-46.8% |
| Admin fee / account holder | $13,591 | $4,569+197.5% | $6,101+122.8% | $5,124+165.2% |