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 | $74,529 | $87,870-15.2% | $113,168-34.1% | $74,304+0.3% |
| Participation rate | 49.3% | 70.7%-21.4pp | 76.6%-27.2pp | 60.3%-11.0pp |
| Annual return | 12.87% | 26.44%-13.6pp | 24.27%-11.4pp | 29.43%-16.6pp |
| Employer contribution / active EE | $1,101 | $2,277-51.6% | $2,975-63.0% | $2,241-50.9% |
| Participant deferral / active EE | $2,267 | $4,241-46.5% | $5,107-55.6% | $3,767-39.8% |
| Admin fee / account holder | $8,840 | $3,368+162.5% | $12,068-26.7% | $2,969+197.8% |