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 | $73,519 | $77,314-4.9% | $177,989-58.7% | $80,856-9.1% |
| Participation rate | 46.8% | 65.7%-18.9pp | 77.1%-30.3pp | 67.6%-20.8pp |
| Annual return | 9.54% | 18.09%-8.5pp | 294.48%-284.9pp | 35.59%-26.1pp |
| Employer contribution / active EE | $860 | $2,292-62.5% | $3,949-78.2% | $2,755-68.8% |
| Participant deferral / active EE | $2,712 | $4,411-38.5% | $6,276-56.8% | $4,296-36.9% |
| Admin fee / account holder | $6,366 | $7,191-11.5% | $10,363-38.6% | $6,918-8.0% |