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 | $41,663 | $73,933-43.6% | $96,683-56.9% | $75,163-44.6% |
| Participation rate | 54.8% | 66.4%-11.6pp | 74.3%-19.5pp | 67.2%-12.4pp |
| Annual return | 11.46% | 26.70%-15.2pp | 35.69%-24.2pp | 160.62%-149.2pp |
| Employer contribution / active EE | $1,560 | $2,928-46.7% | $3,737-58.3% | $2,670-41.6% |
| Participant deferral / active EE | $2,806 | $3,659-23.3% | $4,878-42.5% | $4,125-32.0% |
| Admin fee / account holder | $14,287 | $5,216+173.9% | $6,730+112.3% | $5,651+152.8% |