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 | $80,554 | $86,286-6.6% | $111,297-27.6% | $85,850-6.2% |
| Participation rate | 68.1% | 73.3%-5.3pp | 77.3%-9.3pp | 69.3%-1.3pp |
| Annual return | 7.37% | 19.99%-12.6pp | 54.65%-47.3pp | 318.53%-311.2pp |
| Employer contribution / active EE | $1,210 | $2,043-40.8% | $2,731-55.7% | $2,565-52.8% |
| Participant deferral / active EE | $2,929 | $3,641-19.6% | $4,487-34.7% | $3,952-25.9% |
| Admin fee / account holder | $13,247 | $8,188+61.8% | $7,964+66.3% | $6,260+111.6% |