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 | $26,790 | $80,717-66.8% | $154,803-82.7% | $84,808-68.4% |
| Participation rate | 55.2% | 66.8%-11.6pp | 78.1%-22.9pp | 68.3%-13.1pp |
| Annual return | 6.56% | 37.96%-31.4pp | 58.88%-52.3pp | 40.90%-34.3pp |
| Employer contribution / active EE | $1,833 | $2,761-33.6% | $4,305-57.4% | $2,631-30.3% |
| Participant deferral / active EE | $1,779 | $3,303-46.1% | $5,540-67.9% | $4,212-57.8% |
| Admin fee / account holder | $15,771 | $6,746+133.8% | $14,329+10.1% | $7,344+114.8% |