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 | $37,965 | $65,365-41.9% | $92,893-59.1% | $72,985-48.0% |
| Participation rate | 23.6% | 68.3%-44.7pp | 76.0%-52.4pp | 69.5%-45.8pp |
| Annual return | 15.41% | 42.10%-26.7pp | 109.41%-94.0pp | 81.00%-65.6pp |
| Employer contribution / active EE | $791 | $2,594-69.5% | $3,653-78.3% | $2,440-67.6% |
| Participant deferral / active EE | $1,707 | $3,128-45.4% | $4,236-59.7% | $3,607-52.7% |
| Admin fee / account holder | $10,803 | $4,251+154.1% | $5,794+86.5% | $5,124+110.8% |