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 | $35,126 | $54,705-35.8% | $71,209-50.7% | $84,808-58.6% |
| Participation rate | 25.9% | 64.1%-38.2pp | 73.8%-47.9pp | 68.3%-42.4pp |
| Annual return | 11.49% | 35.90%-24.4pp | 282.51%-271.0pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,071 | $2,158-50.4% | $2,721-60.6% | $2,631-59.3% |
| Participant deferral / active EE | $1,944 | $3,030-35.9% | $4,175-53.4% | $4,212-53.9% |
| Admin fee / account holder | $11,267 | $4,863+131.7% | $5,349+110.6% | $7,344+53.4% |