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 | $65,610 | $84,233-22.1% | $170,442-61.5% | $70,131-6.4% |
| Participation rate | 63.6% | 70.8%-7.2pp | 83.6%-20.0pp | 69.5%-5.9pp |
| Annual return | 8.60% | 23.06%-14.5pp | 205.93%-197.3pp | 73.14%-64.5pp |
| Employer contribution / active EE | $442 | $3,387-86.9% | $5,433-91.9% | $2,342-81.1% |
| Participant deferral / active EE | $4,744 | $3,086+53.7% | $4,939-4.0% | $3,332+42.4% |
| Admin fee / account holder | $12,018 | $5,698+110.9% | $13,880-13.4% | $4,645+158.7% |