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 | $73,466 | $86,286-14.9% | $111,297-34.0% | $85,850-14.4% |
| Participation rate | 50.0% | 73.3%-23.3pp | 77.3%-27.3pp | 69.3%-19.3pp |
| Annual return | 9.15% | 19.99%-10.8pp | 54.65%-45.5pp | 318.53%-309.4pp |
| Employer contribution / active EE | $591 | $2,043-71.1% | $2,731-78.4% | $2,565-76.9% |
| Participant deferral / active EE | $2,473 | $3,641-32.1% | $4,487-44.9% | $3,952-37.4% |
| Admin fee / account holder | $12,032 | $8,188+46.9% | $7,964+51.1% | $6,260+92.2% |