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 | $45,051 | $102,317-56.0% | $146,958-69.3% | $80,856-44.3% |
| Participation rate | 54.2% | 75.8%-21.7pp | 82.2%-28.0pp | 67.6%-13.5pp |
| Annual return | 10.42% | 134.76%-124.3pp | 418.34%-407.9pp | 35.59%-25.2pp |
| Employer contribution / active EE | $3,105 | $3,713-16.4% | $4,933-37.1% | $2,755+12.7% |
| Participant deferral / active EE | $4,883 | $6,644-26.5% | $8,070-39.5% | $4,296+13.7% |
| Admin fee / account holder | $3,999 | $7,941-49.6% | $12,998-69.2% | $6,918-42.2% |