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 | $30,488 | $85,202-64.2% | $172,739-82.4% | $72,985-58.2% |
| Participation rate | 59.3% | 70.1%-10.8pp | 82.6%-23.4pp | 69.5%-10.2pp |
| Annual return | 4.22% | 27.32%-23.1pp | 802.84%-798.6pp | 81.00%-76.8pp |
| Employer contribution / active EE | $1,871 | $3,324-43.7% | $5,143-63.6% | $2,440-23.3% |
| Participant deferral / active EE | $1,868 | $3,260-42.7% | $5,198-64.1% | $3,607-48.2% |
| Admin fee / account holder | $17,117 | $5,884+190.9% | $13,954+22.7% | $5,124+234.0% |