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 | $45,213 | $83,477-45.8% | $125,175-63.9% | $72,985-38.1% |
| Participation rate | 68.0% | 73.3%-5.3pp | 79.8%-11.8pp | 69.5%-1.5pp |
| Annual return | 13.74% | 25.78%-12.0pp | 43.79%-30.1pp | 81.00%-67.3pp |
| Employer contribution / active EE | $1,345 | $2,345-42.6% | $3,865-65.2% | $2,440-44.9% |
| Participant deferral / active EE | $1,723 | $3,585-52.0% | $4,937-65.1% | $3,607-52.2% |
| Admin fee / account holder | $56,675 | $5,517+927.2% | $9,702+484.1% | $5,124+1006.0% |