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 | $70,193 | $67,606+3.8% | $82,313-14.7% | $70,131+0.1% |
| Participation rate | 51.4% | 72.8%-21.3pp | 76.9%-25.5pp | 69.5%-18.1pp |
| Annual return | 11.45% | 21.57%-10.1pp | 25.88%-14.4pp | 73.14%-61.7pp |
| Employer contribution / active EE | $412 | $1,755-76.5% | $2,428-83.0% | $2,342-82.4% |
| Participant deferral / active EE | $1,421 | $2,987-52.4% | $3,706-61.7% | $3,332-57.4% |
| Admin fee / account holder | $14,978 | $4,512+232.0% | $5,608+167.1% | $4,645+222.4% |