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 | $29,348 | $54,762-46.4% | $90,281-67.5% | $72,985-59.8% |
| Participation rate | 64.0% | 65.1%-1.1pp | 73.3%-9.3pp | 69.5%-5.5pp |
| Annual return | 3.00% | 30.63%-27.6pp | 78.10%-75.1pp | 81.00%-78.0pp |
| Employer contribution / active EE | $1,546 | $2,092-26.1% | $2,854-45.8% | $2,440-36.6% |
| Participant deferral / active EE | $2,613 | $2,887-9.5% | $3,885-32.7% | $3,607-27.6% |
| Admin fee / account holder | $847 | $3,972-78.7% | $5,351-84.2% | $5,124-83.5% |