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 | $37,408 | $51,045-26.7% | $70,515-46.9% | $71,457-47.6% |
| Participation rate | 44.5% | 59.4%-14.9pp | 68.3%-23.8pp | 67.9%-23.4pp |
| Annual return | 9.81% | 42.63%-32.8pp | 32.77%-23.0pp | 28.85%-19.0pp |
| Employer contribution / active EE | $512 | $1,790-71.4% | $2,973-82.8% | $2,588-80.2% |
| Participant deferral / active EE | $1,370 | $3,026-54.7% | $4,567-70.0% | $4,289-68.0% |
| Admin fee / account holder | $7,858 | $1,994+294.2% | $6,412+22.6% | $1,587+395.0% |