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 | $31,975 | $80,717-60.4% | $154,803-79.3% | $84,808-62.3% |
| Participation rate | 46.2% | 66.8%-20.7pp | 78.1%-31.9pp | 68.3%-22.2pp |
| Annual return | 8.91% | 37.96%-29.0pp | 58.88%-50.0pp | 40.90%-32.0pp |
| Employer contribution / active EE | $1,062 | $2,761-61.5% | $4,305-75.3% | $2,631-59.6% |
| Participant deferral / active EE | $1,813 | $3,303-45.1% | $5,540-67.3% | $4,212-57.0% |
| Admin fee / account holder | $62,350 | $6,746+824.3% | $14,329+335.1% | $7,344+749.0% |