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 | $45,827 | $179,726-74.5% | $156,263-70.7% | $142,382-67.8% |
| Participation rate | 68.2% | 82.1%-13.9pp | 78.9%-10.7pp | 80.1%-11.9pp |
| Annual return | 8.77% | 77.86%-69.1pp | 59.47%-50.7pp | 217.08%-208.3pp |
| Employer contribution / active EE | $1,133 | $5,069-77.6% | $4,333-73.8% | $4,299-73.6% |
| Participant deferral / active EE | $3,668 | $6,956-47.3% | $6,158-40.4% | $6,507-43.6% |
| Admin fee / account holder | $217,569 | $17,272+1159.6% | $14,255+1426.3% | $12,624+1623.5% |