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 | $24,190 | $80,717-70.0% | $154,803-84.4% | $84,808-71.5% |
| Participation rate | 60.6% | 66.8%-6.2pp | 78.1%-17.5pp | 68.3%-7.7pp |
| Annual return | 12.82% | 37.96%-25.1pp | 58.88%-46.1pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,028 | $2,761-62.8% | $4,305-76.1% | $2,631-60.9% |
| Participant deferral / active EE | $2,877 | $3,303-12.9% | $5,540-48.1% | $4,212-31.7% |
| Admin fee / account holder | $1,805 | $6,746-73.2% | $14,329-87.4% | $7,344-75.4% |