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 | $58,513 | $58,5120% | $84,015-30.4% | $72,985-19.8% |
| Participation rate | 58.1% | 61.2%-3.2pp | 69.0%-10.9pp | 69.5%-11.4pp |
| Annual return | 5.86% | 28.93%-23.1pp | 71.31%-65.4pp | 81.00%-75.1pp |
| Employer contribution / active EE | $427 | $1,163-63.2% | $1,983-78.4% | $2,440-82.5% |
| Participant deferral / active EE | $1,914 | $2,394-20.0% | $3,239-40.9% | $3,607-46.9% |
| Admin fee / account holder | $629 | $4,569-86.2% | $6,101-89.7% | $5,124-87.7% |