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 | $22,087 | $80,717-72.6% | $154,803-85.7% | $84,808-74.0% |
| Participation rate | 57.3% | 66.8%-9.5pp | 78.1%-20.8pp | 68.3%-11.0pp |
| Annual return | 8.12% | 37.96%-29.8pp | 58.88%-50.8pp | 40.90%-32.8pp |
| Employer contribution / active EE | $2,165 | $2,761-21.6% | $4,305-49.7% | $2,631-17.7% |
| Participant deferral / active EE | $2,598 | $3,303-21.3% | $5,540-53.1% | $4,212-38.3% |
| Admin fee / account holder | $2,420 | $6,746-64.1% | $14,329-83.1% | $7,344-67.0% |