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 | $70,618 | $77,503-8.9% | $100,391-29.7% | $80,856-12.7% |
| Participation rate | 60.0% | 76.9%-16.9pp | 81.5%-21.5pp | 67.6%-7.6pp |
| Annual return | 9.36% | 37.20%-27.8pp | 49.20%-39.8pp | 35.59%-26.2pp |
| Employer contribution / active EE | $358 | $2,801-87.2% | $3,942-90.9% | $2,755-87.0% |
| Participant deferral / active EE | $6,015 | $6,820-11.8% | $8,082-25.6% | $4,296+40.0% |
| Admin fee / account holder | $18,065 | $5,897+206.3% | $7,899+128.7% | $6,918+161.1% |