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 | $35,311 | $135,952-74.0% | $123,892-71.5% | $273,961-87.1% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 0.91% | 56.63%-55.7pp | 47.52%-46.6pp | 41.45%-40.5pp |
| Employer contribution / active EE | $1,137 | $5,170-78.0% | $4,617-75.4% | $4,869-76.6% |
| Participant deferral / active EE | $2,242 | $6,343-64.7% | $5,984-62.5% | $5,287-57.6% |
| Admin fee / account holder | $1,450 | $9,817-85.2% | $8,357-82.6% | $10,132-85.7% |