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 | $27,119 | $48,795-44.4% | $65,493-58.6% | $84,808-68.0% |
| Participation rate | 34.3% | 67.0%-32.7pp | 73.1%-38.8pp | 68.3%-34.0pp |
| Annual return | 9.53% | 20.20%-10.7pp | 982.45%-972.9pp | 40.90%-31.4pp |
| Employer contribution / active EE | $2,258 | $1,930+17.0% | $2,574-12.3% | $2,631-14.2% |
| Participant deferral / active EE | $3,540 | $2,928+20.9% | $3,961-10.6% | $4,212-15.9% |
| Admin fee / account holder | $1,545 | $3,877-60.1% | $5,028-69.3% | $7,344-79.0% |