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 | $45,112 | $72,277-37.6% | $101,248-55.4% | $79,858-43.5% |
| Participation rate | 50.7% | 68.5%-17.7pp | 75.8%-25.1pp | 69.6%-18.9pp |
| Annual return | 7.73% | 22.30%-14.6pp | 46.47%-38.7pp | 31.71%-24.0pp |
| Employer contribution / active EE | $1,180 | $2,692-56.2% | $3,660-67.8% | $2,471-52.2% |
| Participant deferral / active EE | $1,667 | $3,282-49.2% | $4,370-61.9% | $3,740-55.4% |
| Admin fee / account holder | $18,096 | $4,400+311.2% | $5,945+204.4% | $5,306+241.0% |