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 | $80,331 | $81,460-1.4% | $103,333-22.3% | $80,856-0.6% |
| Participation rate | 61.1% | 66.8%-5.7pp | 74.5%-13.4pp | 67.6%-6.5pp |
| Annual return | 8.19% | 25.55%-17.4pp | 24.88%-16.7pp | 35.59%-27.4pp |
| Employer contribution / active EE | $2,011 | $3,105-35.3% | $3,868-48.0% | $2,755-27.0% |
| Participant deferral / active EE | $2,963 | $3,869-23.4% | $5,057-41.4% | $4,296-31.0% |
| Admin fee / account holder | $26,958 | $6,566+310.5% | $8,355+222.7% | $6,918+289.7% |