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 | $29,098 | $81,248-64.2% | $155,509-81.3% | $80,856-64.0% |
| Participation rate | 43.6% | 66.2%-22.6pp | 78.2%-34.6pp | 67.6%-24.0pp |
| Annual return | 9.98% | 33.31%-23.3pp | 64.67%-54.7pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,283 | $3,100-58.6% | $4,672-72.6% | $2,755-53.4% |
| Participant deferral / active EE | $2,222 | $3,452-35.6% | $5,626-60.5% | $4,296-48.3% |
| Admin fee / account holder | $2,114 | $7,997-73.6% | $15,912-86.7% | $6,918-69.4% |