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 | $70,143 | $91,190-23.1% | $178,490-60.7% | $79,858-12.2% |
| Participation rate | 46.6% | 69.2%-22.6pp | 81.9%-35.3pp | 69.6%-23.1pp |
| Annual return | 9.91% | 24.19%-14.3pp | 151.07%-141.2pp | 31.71%-21.8pp |
| Employer contribution / active EE | $1,221 | $3,256-62.5% | $5,011-75.6% | $2,471-50.6% |
| Participant deferral / active EE | $2,649 | $3,236-18.2% | $5,202-49.1% | $3,740-29.2% |
| Admin fee / account holder | $1,172 | $6,751-82.6% | $13,984-91.6% | $5,306-77.9% |