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 | $26,225 | $51,576-49.2% | $129,207-79.7% | $80,856-67.6% |
| Participation rate | 56.5% | 57.0%-0.5pp | 69.6%-13.1pp | 67.6%-11.1pp |
| Annual return | 10.09% | 20.81%-10.7pp | 9417.33%-9407.2pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,715 | $1,584+8.3% | $4,153-58.7% | $2,755-37.7% |
| Participant deferral / active EE | $2,464 | $2,669-7.7% | $4,168-40.9% | $4,296-42.6% |
| Admin fee / account holder | $9,205 | $4,305+113.8% | $7,715+19.3% | $6,918+33.1% |