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 | $37,537 | $45,073-16.7% | $69,455-46.0% | $72,985-48.6% |
| Participation rate | 46.9% | 68.5%-21.6pp | 74.6%-27.7pp | 69.5%-22.6pp |
| Annual return | 5.32% | 22.65%-17.3pp | 28.97%-23.6pp | 81.00%-75.7pp |
| Employer contribution / active EE | $1,058 | $2,054-48.5% | $2,779-61.9% | $2,440-56.6% |
| Participant deferral / active EE | $2,565 | $2,602-1.4% | $3,535-27.5% | $3,607-28.9% |
| Admin fee / account holder | $6,108 | $3,056+99.9% | $3,839+59.1% | $5,124+19.2% |