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 | $52,215 | $55,706-6.3% | $75,886-31.2% | $72,985-28.5% |
| Participation rate | 52.4% | 61.1%-8.7pp | 69.3%-16.9pp | 69.5%-17.1pp |
| Annual return | 15.83% | 27.59%-11.8pp | 30.76%-14.9pp | 81.00%-65.2pp |
| Employer contribution / active EE | $545 | $1,687-67.7% | $2,500-78.2% | $2,440-77.7% |
| Participant deferral / active EE | $2,179 | $2,634-17.3% | $3,603-39.5% | $3,607-39.6% |
| Admin fee / account holder | $13,906 | $3,978+249.5% | $5,418+156.6% | $5,124+171.4% |