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 | $27,708 | $49,227-43.7% | $70,449-60.7% | $79,858-65.3% |
| Participation rate | 60.8% | 69.2%-8.4pp | 75.1%-14.3pp | 69.6%-8.9pp |
| Annual return | 2.16% | 30.06%-27.9pp | 109.03%-106.9pp | 31.71%-29.6pp |
| Employer contribution / active EE | $1,238 | $2,099-41.0% | $2,737-54.8% | $2,471-49.9% |
| Participant deferral / active EE | $1,229 | $2,768-55.6% | $3,709-66.8% | $3,740-67.1% |
| Admin fee / account holder | $4,321 | $2,878+50.2% | $3,845+12.4% | $5,306-18.6% |