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 | $65,532 | $81,208-19.3% | $98,907-33.7% | $79,858-17.9% |
| Participation rate | 50.0% | 72.5%-22.5pp | 76.0%-26.0pp | 69.6%-19.6pp |
| Annual return | 9.92% | 60.99%-51.1pp | 196.43%-186.5pp | 31.71%-21.8pp |
| Employer contribution / active EE | $1,036 | $1,960-47.1% | $2,689-61.5% | $2,471-58.1% |
| Participant deferral / active EE | $2,029 | $3,265-37.9% | $4,244-52.2% | $3,740-45.7% |
| Admin fee / account holder | $17,790 | $6,013+195.9% | $6,642+167.9% | $5,306+235.3% |