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 5-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 | $28,150 | $81,446-65.4% | $103,374-72.8% | $80,874-65.2% |
| Participation rate | 56.0% | 66.9%-10.9pp | 74.5%-18.5pp | 67.6%-11.6pp |
| Annual return | 7.63% | 25.57%-17.9pp | 24.89%-17.3pp | 35.62%-28.0pp |
| Employer contribution / active EE | $5,349 | $3,107+72.1% | $3,869+38.2% | $2,756+94.1% |
| Participant deferral / active EE | $1,828 | $3,870-52.8% | $5,058-63.8% | $4,297-57.4% |
| Admin fee / account holder | $20,805 | $6,715+209.8% | $8,394+147.9% | $6,935+200.0% |