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 | $81,217 | $148,978-45.5% | $200,582-59.5% | $84,808-4.2% |
| Participation rate | 64.5% | 84.2%-19.7pp | 86.9%-22.4pp | 68.3%-3.8pp |
| Annual return | 10.84% | 28.16%-17.3pp | 42.33%-31.5pp | 40.90%-30.1pp |
| Employer contribution / active EE | $1,608 | $4,815-66.6% | $6,419-74.9% | $2,631-38.9% |
| Participant deferral / active EE | $5,284 | $7,142-26.0% | $9,331-43.4% | $4,212+25.5% |
| Admin fee / account holder | $21,015 | $13,977+50.3% | $16,305+28.9% | $7,344+186.2% |