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 | $30,894 | $49,227-37.2% | $70,449-56.1% | $79,858-61.3% |
| Participation rate | 62.7% | 69.2%-6.5pp | 75.1%-12.3pp | 69.6%-6.9pp |
| Annual return | 5.25% | 30.06%-24.8pp | 109.03%-103.8pp | 31.71%-26.5pp |
| Employer contribution / active EE | $2,175 | $2,099+3.6% | $2,737-20.5% | $2,471-12.0% |
| Participant deferral / active EE | $1,414 | $2,768-48.9% | $3,709-61.9% | $3,740-62.2% |
| Admin fee / account holder | $358 | $2,878-87.6% | $3,845-90.7% | $5,306-93.3% |