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 | $45,981 | $71,050-35.3% | $93,606-50.9% | $80,856-43.1% |
| Participation rate | 52.1% | 60.4%-8.3pp | 68.7%-16.6pp | 67.6%-15.6pp |
| Annual return | 4.29% | 11.26%-7.0pp | 133.20%-128.9pp | 35.59%-31.3pp |
| Employer contribution / active EE | $1,559 | $1,564-0.3% | $2,420-35.6% | $2,755-43.4% |
| Participant deferral / active EE | $3,912 | $4,034-3.0% | $4,411-11.3% | $4,296-8.9% |
| Admin fee / account holder | $29,222 | $6,945+320.8% | $8,285+252.7% | $6,918+322.4% |