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 | $40,973 | $73,787-44.5% | $98,716-58.5% | $82,448-50.3% |
| Participation rate | 53.1% | 61.4%-8.3pp | 69.3%-16.2pp | 68.1%-14.9pp |
| Annual return | 11.99% | 18.57%-6.6pp | 31.81%-19.8pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,538 | $1,511+1.7% | $2,279-32.5% | $2,551-39.7% |
| Participant deferral / active EE | $3,660 | $3,081+18.8% | $4,048-9.6% | $4,139-11.6% |
| Admin fee / account holder | $67,641 | $6,500+940.6% | $8,703+677.2% | $7,234+835.0% |