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 | $61,383 | $80,968-24.2% | $96,544-36.4% | $75,163-18.3% |
| Participation rate | 56.8% | 71.8%-14.9pp | 76.0%-19.1pp | 67.2%-10.4pp |
| Annual return | 9.44% | 27.06%-17.6pp | 25.84%-16.4pp | 160.62%-151.2pp |
| Employer contribution / active EE | $1,309 | $2,282-42.6% | $2,965-55.8% | $2,670-51.0% |
| Participant deferral / active EE | $2,492 | $3,928-36.6% | $4,851-48.6% | $4,125-39.6% |
| Admin fee / account holder | $21,984 | $6,724+226.9% | $8,252+166.4% | $5,651+289.0% |