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 | $71,597 | $88,672-19.3% | $105,223-32.0% | $82,448-13.2% |
| Participation rate | 48.3% | 67.9%-19.6pp | 75.0%-26.8pp | 68.1%-19.8pp |
| Annual return | 9.95% | 30.86%-20.9pp | 180.65%-170.7pp | 41.64%-31.7pp |
| Employer contribution / active EE | $1,458 | $3,048-52.1% | $3,689-60.5% | $2,551-42.8% |
| Participant deferral / active EE | $2,053 | $4,036-49.1% | $5,072-59.5% | $4,139-50.4% |
| Admin fee / account holder | $16,167 | $7,146+126.2% | $8,859+82.5% | $7,234+123.5% |