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 | $26,746 | $91,190-70.7% | $178,490-85.0% | $79,858-66.5% |
| Participation rate | 61.0% | 69.2%-8.2pp | 81.9%-20.9pp | 69.6%-8.6pp |
| Annual return | 9.21% | 24.19%-15.0pp | 151.07%-141.9pp | 31.71%-22.5pp |
| Employer contribution / active EE | $1,548 | $3,256-52.4% | $5,011-69.1% | $2,471-37.3% |
| Participant deferral / active EE | $2,155 | $3,236-33.4% | $5,202-58.6% | $3,740-42.4% |
| Admin fee / account holder | $650 | $6,751-90.4% | $13,984-95.4% | $5,306-87.8% |