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 | $95,803-33.9% | $113,168-44.0% | $84,808-25.3% |
| Participation rate | 65.0% | 72.9%-7.9pp | 76.6%-11.6pp | 68.3%-3.3pp |
| Annual return | 9.99% | 25.00%-15.0pp | 24.27%-14.3pp | 40.90%-30.9pp |
| Employer contribution / active EE | $2,163 | $2,360-8.3% | $2,975-27.3% | $2,631-17.8% |
| Participant deferral / active EE | $4,712 | $4,242+11.1% | $5,107-7.7% | $4,212+11.9% |
| Admin fee / account holder | $43,466 | $8,989+383.6% | $12,068+260.2% | $7,344+491.9% |