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 | $38,164 | $69,362-45.0% | $101,248-62.3% | $73,488-48.1% |
| Participation rate | 39.1% | 68.4%-29.3pp | 75.8%-36.7pp | 70.7%-31.6pp |
| Annual return | 2.28% | 18.46%-16.2pp | 46.47%-44.2pp | 28.51%-26.2pp |
| Employer contribution / active EE | $1,149 | $2,628-56.3% | $3,660-68.6% | $2,270-49.4% |
| Participant deferral / active EE | $2,037 | $3,300-38.3% | $4,370-53.4% | $3,740-45.5% |
| Admin fee / account holder | $24,563 | $704+3391.3% | $5,945+313.1% | $513+4687.6% |