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 | $79,554 | $105,181-24.4% | $159,436-50.1% | $85,850-7.3% |
| Participation rate | 53.2% | 75.8%-22.5pp | 82.8%-29.6pp | 69.3%-16.1pp |
| Annual return | 10.71% | 45.07%-34.4pp | 263.57%-252.9pp | 318.53%-307.8pp |
| Employer contribution / active EE | $1,512 | $3,318-54.4% | $4,829-68.7% | $2,565-41.0% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $7,198 | $6,933+3.8% | $10,799-33.3% | $6,260+15.0% |