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 | $53,178 | $100,970-47.3% | $96,576-44.9% | $137,256-61.3% |
| Participation rate | 54.5% | 82.6%-28.1pp | 81.4%-26.9pp | 80.0%-25.4pp |
| Annual return | 5.04% | 38.16%-33.1pp | 38.47%-33.4pp | 220.34%-215.3pp |
| Employer contribution / active EE | $2,204 | $3,809-42.1% | $3,553-38.0% | $4,156-47.0% |
| Participant deferral / active EE | $3,300 | $8,286-60.2% | $7,956-58.5% | $6,407-48.5% |
| Admin fee / account holder | $98,753 | $11,312+773.0% | $11,381+767.7% | $12,270+704.8% |