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 | $46,955 | $54,541-13.9% | $78,778-40.4% | $70,131-33.0% |
| Participation rate | 51.4% | 60.8%-9.4pp | 69.2%-17.8pp | 69.5%-18.1pp |
| Annual return | 11.26% | 21.07%-9.8pp | 35.62%-24.4pp | 73.14%-61.9pp |
| Employer contribution / active EE | $377 | $1,089-65.3% | $1,986-81.0% | $2,342-83.9% |
| Participant deferral / active EE | $1,685 | $2,210-23.8% | $2,958-43.1% | $3,332-49.4% |
| Admin fee / account holder | $6,667 | $3,709+79.8% | $5,134+29.9% | $4,645+43.5% |