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 | $77,587 | $98,750-21.4% | $149,696-48.2% | $79,858-2.8% |
| Participation rate | 69.4% | 75.8%-6.3pp | 82.5%-13.0pp | 69.6%-0.2pp |
| Annual return | 6.52% | 27.43%-20.9pp | 276.60%-270.1pp | 31.71%-25.2pp |
| Employer contribution / active EE | $1,462 | $3,216-54.5% | $4,644-68.5% | $2,471-40.8% |
| Participant deferral / active EE | $4,379 | $5,680-22.9% | $6,842-36.0% | $3,740+17.1% |
| Admin fee / account holder | $27,379 | $6,053+352.3% | $9,309+194.1% | $5,306+416.0% |