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 | $46,577 | $72,492-35.7% | $87,100-46.5% | $72,985-36.2% |
| Participation rate | 57.6% | 72.8%-15.2pp | 76.9%-19.3pp | 69.5%-11.9pp |
| Annual return | 1.33% | 24.46%-23.1pp | 28.19%-26.9pp | 81.00%-79.7pp |
| Employer contribution / active EE | $1,355 | $1,894-28.4% | $2,521-46.2% | $2,440-44.4% |
| Participant deferral / active EE | $3,067 | $3,270-6.2% | $4,049-24.2% | $3,607-15.0% |
| Admin fee / account holder | $12,462 | $5,055+146.5% | $7,497+66.2% | $5,124+143.2% |