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 | $43,614 | $80,968-46.1% | $96,544-54.8% | $75,163-42.0% |
| Participation rate | 65.0% | 71.8%-6.8pp | 76.0%-11.0pp | 67.2%-2.2pp |
| Annual return | 11.12% | 27.06%-15.9pp | 25.84%-14.7pp | 160.62%-149.5pp |
| Employer contribution / active EE | $1,905 | $2,282-16.5% | $2,965-35.7% | $2,670-28.6% |
| Participant deferral / active EE | $3,846 | $3,928-2.1% | $4,851-20.7% | $4,125-6.8% |
| Admin fee / account holder | $17,746 | $6,724+163.9% | $8,252+115.0% | $5,651+214.0% |