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 | $33,547 | $67,606-50.4% | $82,313-59.2% | $70,131-52.2% |
| Participation rate | 55.1% | 72.8%-17.7pp | 76.9%-21.8pp | 69.5%-14.5pp |
| Annual return | 9.63% | 21.57%-11.9pp | 25.88%-16.2pp | 73.14%-63.5pp |
| Employer contribution / active EE | $593 | $1,755-66.2% | $2,428-75.6% | $2,342-74.7% |
| Participant deferral / active EE | $1,735 | $2,987-41.9% | $3,706-53.2% | $3,332-47.9% |
| Admin fee / account holder | $9,877 | $4,512+118.9% | $5,608+76.1% | $4,645+112.6% |