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 | $64,237 | $70,428-8.8% | $96,562-33.5% | $85,850-25.2% |
| Participation rate | 56.7% | 61.8%-5.1pp | 69.8%-13.1pp | 69.3%-12.6pp |
| Annual return | 10.17% | 18.59%-8.4pp | 37.78%-27.6pp | 318.53%-308.4pp |
| Employer contribution / active EE | $1,497 | $1,413+6.0% | $2,356-36.5% | $2,565-41.6% |
| Participant deferral / active EE | $3,645 | $2,894+26.0% | $3,849-5.3% | $3,952-7.8% |
| Admin fee / account holder | $21,994 | $4,997+340.2% | $6,181+255.8% | $6,260+251.4% |