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 | $41,313 | $58,512-29.4% | $84,015-50.8% | $72,985-43.4% |
| Participation rate | 58.5% | 61.2%-2.7pp | 69.0%-10.5pp | 69.5%-10.9pp |
| Annual return | 3.45% | 28.93%-25.5pp | 71.31%-67.9pp | 81.00%-77.5pp |
| Employer contribution / active EE | $267 | $1,163-77.1% | $1,983-86.6% | $2,440-89.1% |
| Participant deferral / active EE | $1,430 | $2,394-40.3% | $3,239-55.9% | $3,607-60.4% |
| Admin fee / account holder | $12,240 | $4,569+167.9% | $6,101+100.6% | $5,124+138.9% |