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 | $67,171 | $101,724-34.0% | $164,813-59.2% | $80,856-16.9% |
| Participation rate | 39.0% | 71.8%-32.9pp | 78.6%-39.6pp | 67.6%-28.7pp |
| Annual return | 9.98% | 16.72%-6.7pp | 69.93%-59.9pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,313 | $2,953-55.5% | $4,341-69.8% | $2,755-52.3% |
| Participant deferral / active EE | $2,626 | $4,477-41.4% | $6,031-56.5% | $4,296-38.9% |
| Admin fee / account holder | $12,831 | $8,227+56.0% | $12,690+1.1% | $6,918+85.5% |