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 | $41,573 | $81,208-48.8% | $98,907-58.0% | $79,858-47.9% |
| Participation rate | 58.8% | 72.5%-13.7pp | 76.0%-17.2pp | 69.6%-10.8pp |
| Annual return | 8.97% | 60.99%-52.0pp | 196.43%-187.5pp | 31.71%-22.7pp |
| Employer contribution / active EE | $1,696 | $1,960-13.4% | $2,689-36.9% | $2,471-31.4% |
| Participant deferral / active EE | $3,876 | $3,265+18.7% | $4,244-8.7% | $3,740+3.6% |
| Admin fee / account holder | $1,471 | $6,013-75.5% | $6,642-77.9% | $5,306-72.3% |