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 | $74,927-45.3% | $101,794-59.7% | $84,808-51.7% |
| Participation rate | 53.1% | 61.4%-8.3pp | 69.2%-16.1pp | 68.3%-15.2pp |
| Annual return | 11.99% | 18.70%-6.7pp | 30.53%-18.5pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,538 | $1,522+1.0% | $2,289-32.8% | $2,631-41.6% |
| Participant deferral / active EE | $3,660 | $3,099+18.1% | $4,084-10.4% | $4,212-13.1% |
| Admin fee / account holder | $67,641 | $6,514+938.4% | $8,777+670.7% | $7,344+821.1% |