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 | $21,264 | $45,073-52.8% | $69,455-69.4% | $72,985-70.9% |
| Participation rate | 61.4% | 68.5%-7.1pp | 74.6%-13.2pp | 69.5%-8.1pp |
| Annual return | 4.37% | 22.65%-18.3pp | 28.97%-24.6pp | 81.00%-76.6pp |
| Employer contribution / active EE | $954 | $2,054-53.6% | $2,779-65.7% | $2,440-60.9% |
| Participant deferral / active EE | $1,167 | $2,602-55.1% | $3,535-67.0% | $3,607-67.7% |
| Admin fee / account holder | $10,626 | $3,056+247.8% | $3,839+176.8% | $5,124+107.4% |