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 | $36,158 | $88,672-59.2% | $105,223-65.6% | $82,448-56.1% |
| Participation rate | 30.8% | 67.9%-37.2pp | 75.0%-44.3pp | 68.1%-37.3pp |
| Annual return | 0.33% | 30.86%-30.5pp | 180.65%-180.3pp | 41.64%-41.3pp |
| Employer contribution / active EE | $1,815 | $3,048-40.4% | $3,689-50.8% | $2,551-28.8% |
| Participant deferral / active EE | $3,492 | $4,036-13.5% | $5,072-31.1% | $4,139-15.6% |
| Admin fee / account holder | $9,797 | $7,146+37.1% | $8,859+10.6% | $7,234+35.4% |