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 | $64,933 | $102,317-36.5% | $146,958-55.8% | $80,856-19.7% |
| Participation rate | 63.6% | 75.8%-12.2pp | 82.2%-18.5pp | 67.6%-4.0pp |
| Annual return | 11.79% | 134.76%-123.0pp | 418.34%-406.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,031 | $3,713-72.2% | $4,933-79.1% | $2,755-62.6% |
| Participant deferral / active EE | $4,782 | $6,644-28.0% | $8,070-40.7% | $4,296+11.3% |
| Admin fee / account holder | $5,078 | $7,941-36.1% | $12,998-60.9% | $6,918-26.6% |