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 | $71,244 | $86,944-18.1% | $107,525-33.7% | $74,304-4.1% |
| Participation rate | 48.5% | 59.6%-11.0pp | 75.1%-26.5pp | 60.3%-11.8pp |
| Annual return | 11.88% | 23.52%-11.6pp | 181.32%-169.4pp | 29.43%-17.6pp |
| Employer contribution / active EE | $1,633 | $2,757-40.7% | $3,754-56.5% | $2,241-27.1% |
| Participant deferral / active EE | $3,071 | $3,554-13.6% | $5,116-40.0% | $3,767-18.5% |
| Admin fee / account holder | $6,696 | $3,727+79.7% | $8,919-24.9% | $2,969+125.5% |