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 | $74,827 | $80,968-7.6% | $96,544-22.5% | $75,163-0.4% |
| Participation rate | 60.7% | 71.8%-11.1pp | 76.0%-15.2pp | 67.2%-6.5pp |
| Annual return | 11.91% | 27.06%-15.1pp | 25.84%-13.9pp | 160.62%-148.7pp |
| Employer contribution / active EE | $852 | $2,282-62.7% | $2,965-71.3% | $2,670-68.1% |
| Participant deferral / active EE | $5,466 | $3,928+39.1% | $4,851+12.7% | $4,125+32.5% |
| Admin fee / account holder | $22,175 | $6,724+229.8% | $8,252+168.7% | $5,651+292.4% |