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 | $39,342 | $109,881-64.2% | $150,045-73.8% | $84,808-53.6% |
| Participation rate | 61.5% | 76.1%-14.5pp | 82.3%-20.8pp | 68.3%-6.8pp |
| Annual return | 10.98% | 28.25%-17.3pp | 62.55%-51.6pp | 40.90%-29.9pp |
| Employer contribution / active EE | $1,458 | $3,561-59.0% | $4,693-68.9% | $2,631-44.6% |
| Participant deferral / active EE | $6,604 | $6,636-0.5% | $7,997-17.4% | $4,212+56.8% |
| Admin fee / account holder | $14,140 | $8,568+65.0% | $13,435+5.2% | $7,344+92.5% |