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 | $71,270 | $93,182-23.5% | $146,665-51.4% | $79,386-10.2% |
| Participation rate | 68.0% | 76.4%-8.4pp | 80.1%-12.0pp | 70.7%-2.7pp |
| Annual return | 11.20% | 21.61%-10.4pp | 22.74%-11.5pp | 116.85%-105.7pp |
| Employer contribution / active EE | $1,702 | $2,420-29.7% | $4,136-58.9% | $2,427-29.9% |
| Participant deferral / active EE | $3,228 | $4,169-22.6% | $5,506-41.4% | $4,046-20.2% |
| Admin fee / account holder | $17,776 | $585+2938.5% | $10,280+72.9% | $626+2737.7% |