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 | $56,441 | $83,477-32.4% | $125,175-54.9% | $72,985-22.7% |
| Participation rate | 65.1% | 73.3%-8.2pp | 79.8%-14.7pp | 69.5%-4.4pp |
| Annual return | 1.07% | 25.78%-24.7pp | 43.79%-42.7pp | 81.00%-79.9pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,398 | $3,585-33.1% | $4,937-51.4% | $3,607-33.5% |
| Admin fee / account holder | $11,076 | $5,517+100.8% | $9,702+14.2% | $5,124+116.1% |