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 | $30,180 | $163,101-81.5% | $136,749-77.9% | $142,382-78.8% |
| Participation rate | 54.2% | 78.2%-24.1pp | 72.1%-18.0pp | 80.1%-26.0pp |
| Annual return | 7.41% | 27.54%-20.1pp | 24.33%-16.9pp | 217.08%-209.7pp |
| Employer contribution / active EE | $1,125 | $4,117-72.7% | $3,400-66.9% | $4,299-73.8% |
| Participant deferral / active EE | $2,242 | $5,585-59.8% | $4,692-52.2% | $6,507-65.5% |
| Admin fee / account holder | $29,671 | $14,318+107.2% | $11,386+160.6% | $12,624+135.0% |