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 | $31,484 | $41,377-23.9% | $109,313-71.2% | $62,891-49.9% |
| Participation rate | 46.9% | 57.5%-10.6pp | 71.3%-24.3pp | 69.3%-22.4pp |
| Annual return | 2.35% | 11.05%-8.7pp | 22.07%-19.7pp | 20.14%-17.8pp |
| Employer contribution / active EE | $641 | $1,276-49.7% | $3,892-83.5% | $2,281-71.9% |
| Participant deferral / active EE | $1,751 | $2,045-14.4% | $3,166-44.7% | $3,203-45.3% |
| Admin fee / account holder | $11,293 | $2,884+291.6% | $5,666+99.3% | $4,296+162.9% |