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 | $46,881 | $56,897-17.6% | $84,750-44.7% | $62,891-25.5% |
| Participation rate | 34.3% | 68.5%-34.2pp | 76.6%-42.3pp | 69.3%-35.0pp |
| Annual return | 3.80% | 6.30%-2.5pp | 22.78%-19.0pp | 20.14%-16.3pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,346 | $2,709-13.4% | $3,712-36.8% | $3,203-26.8% |
| Admin fee / account holder | $26,075 | $3,581+628.2% | $5,332+389.0% | $4,296+507.0% |