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 | $79,920 | $89,753-11.0% | $107,525-25.7% | $84,808-5.8% |
| Participation rate | 52.8% | 68.1%-15.3pp | 75.1%-22.3pp | 68.3%-15.5pp |
| Annual return | 12.07% | 29.48%-17.4pp | 181.32%-169.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,142 | $3,113-63.3% | $3,754-69.6% | $2,631-56.6% |
| Participant deferral / active EE | $4,884 | $4,056+20.4% | $5,116-4.5% | $4,212+16.0% |
| Admin fee / account holder | $12,574 | $7,222+74.1% | $8,919+41.0% | $7,344+71.2% |