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 | $73,041 | $80,968-9.8% | $96,544-24.3% | $75,163-2.8% |
| Participation rate | 41.5% | 71.8%-30.3pp | 76.0%-34.5pp | 67.2%-25.7pp |
| Annual return | 7.78% | 27.06%-19.3pp | 25.84%-18.1pp | 160.62%-152.8pp |
| Employer contribution / active EE | $992 | $2,282-56.5% | $2,965-66.5% | $2,670-62.8% |
| Participant deferral / active EE | $2,912 | $3,928-25.9% | $4,851-40.0% | $4,125-29.4% |
| Admin fee / account holder | $26,796 | $6,724+298.5% | $8,252+224.7% | $5,651+374.2% |