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 | $27,745 | $62,573-55.7% | $85,682-67.6% | $85,850-67.7% |
| Participation rate | 58.8% | 61.1%-2.3pp | 69.9%-11.0pp | 69.3%-10.5pp |
| Annual return | 7.26% | 23.77%-16.5pp | 21.49%-14.2pp | 318.53%-311.3pp |
| Employer contribution / active EE | $1,462 | $1,757-16.8% | $2,618-44.1% | $2,565-43.0% |
| Participant deferral / active EE | $1,972 | $2,802-29.6% | $3,923-49.7% | $3,952-50.1% |
| Admin fee / account holder | $25,843 | $4,640+456.9% | $6,873+276.0% | $6,260+312.8% |