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 | $76,591 | $89,753-14.7% | $107,525-28.8% | $84,808-9.7% |
| Participation rate | 66.7% | 68.1%-1.4pp | 75.1%-8.4pp | 68.3%-1.6pp |
| Annual return | 7.43% | 29.48%-22.1pp | 181.32%-173.9pp | 40.90%-33.5pp |
| Employer contribution / active EE | $1,112 | $3,113-64.3% | $3,754-70.4% | $2,631-57.7% |
| Participant deferral / active EE | $2,681 | $4,056-33.9% | $5,116-47.6% | $4,212-36.3% |
| Admin fee / account holder | $48,765 | $7,222+575.2% | $8,919+446.8% | $7,344+564.0% |