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 | $55,827 | $68,719-18.8% | $91,541-39.0% | $84,808-34.2% |
| Participation rate | 44.8% | 64.5%-19.7pp | 69.8%-24.9pp | 68.3%-23.5pp |
| Annual return | 10.31% | 19.12%-8.8pp | 20.50%-10.2pp | 40.90%-30.6pp |
| Employer contribution / active EE | $1,320 | $1,920-31.3% | $2,505-47.3% | $2,631-49.8% |
| Participant deferral / active EE | $2,157 | $3,136-31.2% | $4,008-46.2% | $4,212-48.8% |
| Admin fee / account holder | $8,559 | $5,786+47.9% | $6,956+23.0% | $7,344+16.5% |