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 | $38,648 | $65,365-40.9% | $92,893-58.4% | $72,985-47.0% |
| Participation rate | 61.1% | 68.3%-7.2pp | 76.0%-14.9pp | 69.5%-8.4pp |
| Annual return | 11.82% | 42.10%-30.3pp | 109.41%-97.6pp | 81.00%-69.2pp |
| Employer contribution / active EE | $3,775 | $2,594+45.5% | $3,653+3.4% | $2,440+54.7% |
| Participant deferral / active EE | $1,389 | $3,128-55.6% | $4,236-67.2% | $3,607-61.5% |
| Admin fee / account holder | $26,268 | $4,251+517.9% | $5,794+353.4% | $5,124+412.6% |