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 7-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 | $45,816 | $60,022-23.7% | $88,946-48.5% | $84,808-46.0% |
| Participation rate | 53.7% | 57.8%-4.2pp | 68.8%-15.2pp | 68.3%-14.7pp |
| Annual return | 4.92% | 22.43%-17.5pp | 57.82%-52.9pp | 40.90%-36.0pp |
| Employer contribution / active EE | $1,262 | $1,703-25.9% | $2,555-50.6% | $2,631-52.0% |
| Participant deferral / active EE | $2,723 | $3,114-12.5% | $4,581-40.6% | $4,212-35.3% |
| Admin fee / account holder | $34,580 | $4,811+618.8% | $8,261+318.6% | $7,344+370.9% |