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 | $65,974 | $70,669-6.6% | $169,368-61.0% | $75,163-12.2% |
| Participation rate | 62.7% | 64.8%-2.1pp | 77.1%-14.5pp | 67.2%-4.5pp |
| Annual return | 12.90% | 36.36%-23.5pp | 405.60%-392.7pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,488 | $2,211-32.7% | $4,013-62.9% | $2,670-44.3% |
| Participant deferral / active EE | $3,787 | $4,311-12.1% | $6,221-39.1% | $4,125-8.2% |
| Admin fee / account holder | $9,092 | $5,402+68.3% | $9,003+1.0% | $5,651+60.9% |