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 | $30,851 | $91,190-66.2% | $178,490-82.7% | $79,858-61.4% |
| Participation rate | 51.7% | 69.2%-17.5pp | 81.9%-30.2pp | 69.6%-17.9pp |
| Annual return | 8.23% | 24.19%-16.0pp | 151.07%-142.8pp | 31.71%-23.5pp |
| Employer contribution / active EE | $1,262 | $3,256-61.2% | $5,011-74.8% | $2,471-48.9% |
| Participant deferral / active EE | $2,278 | $3,236-29.6% | $5,202-56.2% | $3,740-39.1% |
| Admin fee / account holder | $7,792 | $6,751+15.4% | $13,984-44.3% | $5,306+46.8% |