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 | $65,641 | $76,407-14.1% | $150,298-56.3% | $82,448-20.4% |
| Participation rate | 53.3% | 66.4%-13.1pp | 77.8%-24.4pp | 68.1%-14.7pp |
| Annual return | 10.11% | 39.99%-29.9pp | 62.79%-52.7pp | 41.64%-31.5pp |
| Employer contribution / active EE | $1,001 | $2,614-61.7% | $4,154-75.9% | $2,551-60.8% |
| Participant deferral / active EE | $1,574 | $3,214-51.0% | $5,453-71.1% | $4,139-62.0% |
| Admin fee / account holder | $13,244 | $6,352+108.5% | $14,116-6.2% | $7,234+83.1% |