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 | $54,623 | $52,279+4.5% | $89,391-38.9% | $79,858-31.6% |
| Participation rate | 46.2% | 57.5%-11.4pp | 68.0%-21.8pp | 69.6%-23.5pp |
| Annual return | 1.27% | 22.16%-20.9pp | 245.62%-244.3pp | 31.71%-30.4pp |
| Employer contribution / active EE | $1,866 | $1,572+18.8% | $2,586-27.8% | $2,471-24.5% |
| Participant deferral / active EE | $3,588 | $2,740+31.0% | $3,890-7.7% | $3,740-4.1% |
| Admin fee / account holder | $13,208 | $3,356+293.5% | $4,881+170.6% | $5,306+148.9% |