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 | $67,753 | $81,474-16.8% | $133,956-49.4% | $73,488-7.8% |
| Participation rate | 68.0% | 76.4%-8.4pp | 79.8%-11.8pp | 70.7%-2.7pp |
| Annual return | 11.46% | 19.40%-7.9pp | 45.09%-33.6pp | 28.51%-17.0pp |
| Employer contribution / active EE | $1,341 | $2,209-39.3% | $3,919-65.8% | $2,270-40.9% |
| Participant deferral / active EE | $2,440 | $3,786-35.6% | $5,048-51.7% | $3,740-34.7% |
| Admin fee / account holder | $8,005 | $713+1022.6% | $8,927-10.3% | $513+1460.3% |