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 | $31,357 | $69,454-54.9% | $180,183-82.6% | $74,304-57.8% |
| Participation rate | 36.2% | 61.8%-25.6pp | 77.4%-41.3pp | 60.3%-24.2pp |
| Annual return | 12.90% | 25.86%-13.0pp | 27.86%-15.0pp | 29.43%-16.5pp |
| Employer contribution / active EE | $2,475 | $3,155-21.6% | $5,039-50.9% | $2,241+10.4% |
| Participant deferral / active EE | $1,833 | $4,662-60.7% | $6,822-73.1% | $3,767-51.3% |
| Admin fee / account holder | $21,227 | $3,036+599.2% | $19,975+6.3% | $2,969+615.0% |