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 | $65,344 | $101,724-35.8% | $164,813-60.4% | $80,856-19.2% |
| Participation rate | 50.0% | 71.8%-21.8pp | 78.6%-28.6pp | 67.6%-17.6pp |
| Annual return | 9.66% | 16.72%-7.1pp | 69.93%-60.3pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,384 | $2,953-53.1% | $4,341-68.1% | $2,755-49.8% |
| Participant deferral / active EE | $2,030 | $4,477-54.7% | $6,031-66.3% | $4,296-52.7% |
| Admin fee / account holder | $19,480 | $8,227+136.8% | $12,690+53.5% | $6,918+181.6% |