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 | $75,482 | $77,314-2.4% | $177,989-57.6% | $80,856-6.6% |
| Participation rate | 55.8% | 65.7%-9.9pp | 77.1%-21.3pp | 67.6%-11.8pp |
| Annual return | 9.35% | 18.09%-8.7pp | 294.48%-285.1pp | 35.59%-26.2pp |
| Employer contribution / active EE | $1,309 | $2,292-42.9% | $3,949-66.9% | $2,755-52.5% |
| Participant deferral / active EE | $3,222 | $4,411-27.0% | $6,276-48.7% | $4,296-25.0% |
| Admin fee / account holder | $9,208 | $7,191+28.0% | $10,363-11.2% | $6,918+33.1% |