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 | $67,822 | $78,422-13.5% | $95,952-29.3% | $79,858-15.1% |
| Participation rate | 53.3% | 73.5%-20.2pp | 77.1%-23.7pp | 69.6%-16.3pp |
| Annual return | 8.07% | 19.37%-11.3pp | 91.61%-83.5pp | 31.71%-23.6pp |
| Employer contribution / active EE | $1,203 | $1,945-38.2% | $2,541-52.7% | $2,471-51.3% |
| Participant deferral / active EE | $2,298 | $3,440-33.2% | $4,167-44.8% | $3,740-38.6% |
| Admin fee / account holder | $16,454 | $5,622+192.7% | $6,795+142.1% | $5,306+210.1% |