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 5-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 | $40,030 | $77,503-48.4% | $100,391-60.1% | $80,856-50.5% |
| Participation rate | 59.6% | 76.9%-17.3pp | 81.5%-21.9pp | 67.6%-8.0pp |
| Annual return | 10.96% | 37.20%-26.2pp | 49.20%-38.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,536 | $2,801-45.2% | $3,942-61.0% | $2,755-44.2% |
| Participant deferral / active EE | $3,388 | $6,820-50.3% | $8,082-58.1% | $4,296-21.1% |
| Admin fee / account holder | $19,886 | $5,897+237.2% | $7,899+151.8% | $6,918+187.5% |