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 | $64,124 | $85,202-24.7% | $172,739-62.9% | $72,985-12.1% |
| Participation rate | 45.1% | 70.1%-25.0pp | 82.6%-37.5pp | 69.5%-24.4pp |
| Annual return | 10.78% | 27.32%-16.5pp | 802.84%-792.1pp | 81.00%-70.2pp |
| Employer contribution / active EE | $1,132 | $3,324-65.9% | $5,143-78.0% | $2,440-53.6% |
| Participant deferral / active EE | $3,876 | $3,260+18.9% | $5,198-25.4% | $3,607+7.4% |
| Admin fee / account holder | $6,486 | $5,884+10.2% | $13,954-53.5% | $5,124+26.6% |