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 | $26,990 | $65,365-58.7% | $92,893-70.9% | $72,985-63.0% |
| Participation rate | 65.2% | 68.3%-3.1pp | 76.0%-10.8pp | 69.5%-4.3pp |
| Annual return | 13.67% | 42.10%-28.4pp | 109.41%-95.7pp | 81.00%-67.3pp |
| Employer contribution / active EE | $1,912 | $2,594-26.3% | $3,653-47.7% | $2,440-21.6% |
| Participant deferral / active EE | $1,700 | $3,128-45.7% | $4,236-59.9% | $3,607-52.9% |
| Admin fee / account holder | $2,138 | $4,251-49.7% | $5,794-63.1% | $5,124-58.3% |