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 | $59,450 | $80,968-26.6% | $96,544-38.4% | $75,163-20.9% |
| Participation rate | 60.7% | 71.8%-11.1pp | 76.0%-15.2pp | 67.2%-6.5pp |
| Annual return | 12.07% | 27.06%-15.0pp | 25.84%-13.8pp | 160.62%-148.5pp |
| Employer contribution / active EE | $1,028 | $2,282-55.0% | $2,965-65.3% | $2,670-61.5% |
| Participant deferral / active EE | $3,546 | $3,928-9.7% | $4,851-26.9% | $4,125-14.0% |
| Admin fee / account holder | $17,232 | $6,724+156.3% | $8,252+108.8% | $5,651+204.9% |