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 | $41,692 | $91,190-54.3% | $178,490-76.6% | $79,858-47.8% |
| Participation rate | 43.5% | 69.2%-25.7pp | 81.9%-38.4pp | 69.6%-26.2pp |
| Annual return | 7.45% | 24.19%-16.7pp | 151.07%-143.6pp | 31.71%-24.3pp |
| Employer contribution / active EE | $1,174 | $3,256-63.9% | $5,011-76.6% | $2,471-52.5% |
| Participant deferral / active EE | $1,237 | $3,236-61.8% | $5,202-76.2% | $3,740-66.9% |
| Admin fee / account holder | $4,471 | $6,751-33.8% | $13,984-68.0% | $5,306-15.7% |