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 | $27,525 | $84,233-67.3% | $170,442-83.9% | $70,131-60.8% |
| Participation rate | 59.1% | 70.8%-11.7pp | 83.6%-24.5pp | 69.5%-10.5pp |
| Annual return | 9.71% | 23.06%-13.4pp | 205.93%-196.2pp | 73.14%-63.4pp |
| Employer contribution / active EE | $1,926 | $3,387-43.1% | $5,433-64.5% | $2,342-17.8% |
| Participant deferral / active EE | $1,203 | $3,086-61.0% | $4,939-75.6% | $3,332-63.9% |
| Admin fee / account holder | $4,212 | $5,698-26.1% | $13,880-69.7% | $4,645-9.3% |