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 | $37,904 | $62,672-39.5% | $185,117-79.5% | $70,131-46.0% |
| Participation rate | 50.0% | 63.8%-13.8pp | 77.3%-27.3pp | 69.5%-19.5pp |
| Annual return | 4.83% | 40.79%-36.0pp | 40.50%-35.7pp | 73.14%-68.3pp |
| Employer contribution / active EE | $1,084 | $1,753-38.2% | $4,182-74.1% | $2,342-53.7% |
| Participant deferral / active EE | $1,505 | $3,272-54.0% | $5,045-70.2% | $3,332-54.8% |
| Admin fee / account holder | $7,468 | $3,932+89.9% | $8,159-8.5% | $4,645+60.8% |