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 | $69,875 | $114,381-38.9% | $107,525-35.0% | $142,382-50.9% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 2.48% | 242.71%-240.2pp | 181.32%-178.8pp | 217.08%-214.6pp |
| Employer contribution / active EE | $2,083 | $4,015-48.1% | $3,754-44.5% | $4,299-51.6% |
| Participant deferral / active EE | $12,241 | $5,564+120.0% | $5,116+139.3% | $6,507+88.1% |
| Admin fee / account holder | $52,969 | $9,860+437.2% | $8,919+493.9% | $12,624+319.6% |