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 | $69,660 | $93,571-25.6% | $135,903-48.7% | $75,163-7.3% |
| Participation rate | 61.5% | 75.2%-13.6pp | 81.9%-20.4pp | 67.2%-5.7pp |
| Annual return | 12.66% | 30.90%-18.2pp | 68.23%-55.6pp | 160.62%-148.0pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,350 | $6,404-32.1% | $7,758-43.9% | $4,125+5.5% |
| Admin fee / account holder | $11,875 | $6,975+70.2% | $10,762+10.3% | $5,651+110.1% |