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 | $33,920 | $81,248-58.3% | $155,509-78.2% | $80,856-58.0% |
| Participation rate | 53.1% | 66.2%-13.1pp | 78.2%-25.1pp | 67.6%-14.5pp |
| Annual return | 6.83% | 33.31%-26.5pp | 64.67%-57.8pp | 35.59%-28.8pp |
| Employer contribution / active EE | $1,043 | $3,100-66.3% | $4,672-77.7% | $2,755-62.1% |
| Participant deferral / active EE | $2,201 | $3,452-36.2% | $5,626-60.9% | $4,296-48.8% |
| Admin fee / account holder | $12,948 | $7,997+61.9% | $15,912-18.6% | $6,918+87.2% |