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 | $45,109 | $90,503-50.2% | $78,689-42.7% | $273,961-83.5% |
| Participation rate | 33.3% | 76.5%-43.2pp | 73.6%-40.2pp | 83.0%-49.7pp |
| Annual return | 1.59% | 75.60%-74.0pp | 62.18%-60.6pp | 41.45%-39.9pp |
| Employer contribution / active EE | $867 | $3,176-72.7% | $2,851-69.6% | $4,869-82.2% |
| Participant deferral / active EE | $1,233 | $3,901-68.4% | $3,517-64.9% | $5,287-76.7% |
| Admin fee / account holder | $41,614 | $5,263+690.6% | $4,510+822.6% | $10,132+310.7% |