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 | $59,792 | $71,050-15.8% | $93,606-36.1% | $80,856-26.1% |
| Participation rate | 56.5% | 60.4%-4.0pp | 68.7%-12.3pp | 67.6%-11.2pp |
| Annual return | 9.84% | 11.26%-1.4pp | 133.20%-123.4pp | 35.59%-25.7pp |
| Employer contribution / active EE | $673 | $1,564-56.9% | $2,420-72.2% | $2,755-75.6% |
| Participant deferral / active EE | $2,017 | $4,034-50.0% | $4,411-54.3% | $4,296-53.0% |
| Admin fee / account holder | $23,543 | $6,945+239.0% | $8,285+184.2% | $6,918+240.3% |