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 | $64,117 | $77,314-17.1% | $177,989-64.0% | $80,856-20.7% |
| Participation rate | 58.8% | 65.7%-6.9pp | 77.1%-18.3pp | 67.6%-8.8pp |
| Annual return | 10.06% | 18.09%-8.0pp | 294.48%-284.4pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,662 | $2,292-27.5% | $3,949-57.9% | $2,755-39.7% |
| Participant deferral / active EE | $3,295 | $4,411-25.3% | $6,276-47.5% | $4,296-23.3% |
| Admin fee / account holder | $53,576 | $7,191+645.1% | $10,363+417.0% | $6,918+674.4% |