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 | $38,913 | $51,175-24.0% | $70,515-44.8% | $75,163-48.2% |
| Participation rate | 40.0% | 60.9%-20.9pp | 68.3%-28.3pp | 67.2%-27.2pp |
| Annual return | 10.82% | 30.02%-19.2pp | 32.77%-22.0pp | 160.62%-149.8pp |
| Employer contribution / active EE | $1,074 | $1,826-41.2% | $2,973-63.9% | $2,670-59.8% |
| Participant deferral / active EE | $3,393 | $2,849+19.1% | $4,567-25.7% | $4,125-17.7% |
| Admin fee / account holder | $27,934 | $4,091+582.9% | $6,412+335.7% | $5,651+394.3% |