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 | $45,544 | $47,479-4.1% | $62,929-27.6% | $82,448-44.8% |
| Participation rate | 51.4% | 66.9%-15.5pp | 73.1%-21.8pp | 68.1%-16.7pp |
| Annual return | 7.94% | 20.34%-12.4pp | 1063.93%-1056.0pp | 41.64%-33.7pp |
| Employer contribution / active EE | $1,093 | $1,885-42.0% | $2,505-56.4% | $2,551-57.2% |
| Participant deferral / active EE | $1,903 | $2,870-33.7% | $3,888-51.0% | $4,139-54.0% |
| Admin fee / account holder | $10,482 | $3,804+175.6% | $5,065+107.0% | $7,234+44.9% |