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 | $64,080 | $102,317-37.4% | $146,958-56.4% | $80,856-20.7% |
| Participation rate | 42.1% | 75.8%-33.7pp | 82.2%-40.0pp | 67.6%-25.5pp |
| Annual return | 5.16% | 134.76%-129.6pp | 418.34%-413.2pp | 35.59%-30.4pp |
| Employer contribution / active EE | $1,304 | $3,713-64.9% | $4,933-73.6% | $2,755-52.7% |
| Participant deferral / active EE | $4,008 | $6,644-39.7% | $8,070-50.3% | $4,296-6.7% |
| Admin fee / account holder | $2,204 | $7,941-72.2% | $12,998-83.0% | $6,918-68.1% |