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 | $60,374 | $73,787-18.2% | $98,716-38.8% | $82,448-26.8% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 11.57% | 18.57%-7.0pp | 31.81%-20.2pp | 41.64%-30.1pp |
| Employer contribution / active EE | $1,081 | $1,511-28.5% | $2,279-52.6% | $2,551-57.6% |
| Participant deferral / active EE | $2,370 | $3,081-23.1% | $4,048-41.4% | $4,139-42.7% |
| Admin fee / account holder | $21,377 | $6,500+228.9% | $8,703+145.6% | $7,234+195.5% |