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 | $75,697 | $95,803-21.0% | $113,168-33.1% | $84,808-10.7% |
| Participation rate | 0.0% | 72.9%-72.9pp | 76.6%-76.6pp | 68.3%-68.3pp |
| Annual return | 9.40% | 25.00%-15.6pp | 24.27%-14.9pp | 40.90%-31.5pp |
| Employer contribution / active EE | $2,206 | $2,360-6.5% | $2,975-25.9% | $2,631-16.2% |
| Participant deferral / active EE | $4,619 | $4,242+8.9% | $5,107-9.6% | $4,212+9.7% |
| Admin fee / account holder | $23,442 | $8,989+160.8% | $12,068+94.3% | $7,344+219.2% |