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 | $63,344 | $95,453-33.6% | $112,040-43.5% | $82,448-23.2% |
| Participation rate | 65.0% | 72.8%-7.8pp | 76.5%-11.5pp | 68.1%-3.1pp |
| Annual return | 9.99% | 23.92%-13.9pp | 24.52%-14.5pp | 41.64%-31.6pp |
| Employer contribution / active EE | $2,163 | $2,318-6.7% | $2,954-26.8% | $2,551-15.2% |
| Participant deferral / active EE | $4,712 | $4,224+11.6% | $5,098-7.6% | $4,139+13.8% |
| Admin fee / account holder | $43,466 | $9,013+382.2% | $12,098+259.3% | $7,234+500.8% |