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 | $40,317 | $94,625-57.4% | $116,228-65.3% | $84,808-52.5% |
| Participation rate | 45.8% | 70.4%-24.6pp | 74.6%-28.7pp | 68.3%-22.5pp |
| Annual return | 11.31% | 20.40%-9.1pp | 90.06%-78.7pp | 40.90%-29.6pp |
| Employer contribution / active EE | $1,053 | $2,347-55.1% | $2,994-64.8% | $2,631-60.0% |
| Participant deferral / active EE | $1,836 | $3,972-53.8% | $4,953-62.9% | $4,212-56.4% |
| Admin fee / account holder | $14,973 | $10,091+48.4% | $11,989+24.9% | $7,344+103.9% |