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 | $46,652 | $109,413-57.4% | $156,263-70.1% | $84,808-45.0% |
| Participation rate | 59.4% | 72.7%-13.3pp | 78.9%-19.5pp | 68.3%-8.9pp |
| Annual return | 11.27% | 20.18%-8.9pp | 59.47%-48.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $2,221 | $2,907-23.6% | $4,333-48.7% | $2,631-15.6% |
| Participant deferral / active EE | $4,248 | $4,590-7.4% | $6,158-31.0% | $4,212+0.9% |
| Admin fee / account holder | $29,272 | $9,357+212.8% | $14,255+105.4% | $7,344+298.6% |