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 | $44,547 | $64,480-30.9% | $81,382-45.3% | $80,856-44.9% |
| Participation rate | 47.8% | 63.9%-16.0pp | 69.5%-21.7pp | 67.6%-19.8pp |
| Annual return | 9.70% | 16.34%-6.6pp | 24.73%-15.0pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,411 | $1,978-28.7% | $2,463-42.7% | $2,755-48.8% |
| Participant deferral / active EE | $2,135 | $3,094-31.0% | $3,883-45.0% | $4,296-50.3% |
| Admin fee / account holder | $43,812 | $5,671+672.6% | $5,768+659.5% | $6,918+533.3% |