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 | $26,632 | $65,365-59.3% | $92,893-71.3% | $72,985-63.5% |
| Participation rate | 60.3% | 68.3%-8.0pp | 76.0%-15.7pp | 69.5%-9.2pp |
| Annual return | 5.93% | 42.10%-36.2pp | 109.41%-103.5pp | 81.00%-75.1pp |
| Employer contribution / active EE | $1,711 | $2,594-34.0% | $3,653-53.2% | $2,440-29.9% |
| Participant deferral / active EE | $1,525 | $3,128-51.2% | $4,236-64.0% | $3,607-57.7% |
| Admin fee / account holder | $6,368 | $4,251+49.8% | $5,794+9.9% | $5,124+24.3% |