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 | $82,421 | $80,717+2.1% | $154,803-46.8% | $84,808-2.8% |
| Participation rate | 54.5% | 66.8%-12.3pp | 78.1%-23.5pp | 68.3%-13.8pp |
| Annual return | 12.81% | 37.96%-25.1pp | 58.88%-46.1pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,466 | $2,761-46.9% | $4,305-66.0% | $2,631-44.3% |
| Participant deferral / active EE | $2,327 | $3,303-29.6% | $5,540-58.0% | $4,212-44.7% |
| Admin fee / account holder | $10,411 | $6,746+54.3% | $14,329-27.3% | $7,344+41.8% |