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 | $71,739 | $80,717-11.1% | $154,803-53.7% | $84,808-15.4% |
| Participation rate | 39.1% | 66.8%-27.7pp | 78.1%-38.9pp | 68.3%-29.2pp |
| Annual return | 11.02% | 37.96%-26.9pp | 58.88%-47.9pp | 40.90%-29.9pp |
| Employer contribution / active EE | $555 | $2,761-79.9% | $4,305-87.1% | $2,631-78.9% |
| Participant deferral / active EE | $1,661 | $3,303-49.7% | $5,540-70.0% | $4,212-60.6% |
| Admin fee / account holder | $46,724 | $6,746+592.7% | $14,329+226.1% | $7,344+536.2% |