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 | $25,757 | $65,041-60.4% | $90,951-71.7% | $79,858-67.7% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.0%-19.0pp | 69.6%-19.6pp |
| Annual return | 5.51% | 30.45%-24.9pp | 134.60%-129.1pp | 31.71%-26.2pp |
| Employer contribution / active EE | $1,555 | $1,247+24.7% | $2,122-26.7% | $2,471-37.0% |
| Participant deferral / active EE | $2,135 | $2,512-15.0% | $3,373-36.7% | $3,740-42.9% |
| Admin fee / account holder | $2,696 | $4,536-40.6% | $5,959-54.7% | $5,306-49.2% |