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 | $31,719 | $54,762-42.1% | $90,281-64.9% | $72,985-56.5% |
| Participation rate | 63.9% | 65.1%-1.3pp | 73.3%-9.4pp | 69.5%-5.6pp |
| Annual return | 15.98% | 30.63%-14.7pp | 78.10%-62.1pp | 81.00%-65.0pp |
| Employer contribution / active EE | $510 | $2,092-75.6% | $2,854-82.1% | $2,440-79.1% |
| Participant deferral / active EE | $1,529 | $2,887-47.0% | $3,885-60.6% | $3,607-57.6% |
| Admin fee / account holder | $11,299 | $3,972+184.5% | $5,351+111.2% | $5,124+120.5% |