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 | $61,988 | $87,870-29.5% | $113,168-45.2% | $74,304-16.6% |
| Participation rate | 52.2% | 70.7%-18.5pp | 76.6%-24.4pp | 60.3%-8.1pp |
| Annual return | 11.11% | 26.44%-15.3pp | 24.27%-13.2pp | 29.43%-18.3pp |
| Employer contribution / active EE | $1,062 | $2,277-53.4% | $2,975-64.3% | $2,241-52.6% |
| Participant deferral / active EE | $2,751 | $4,241-35.1% | $5,107-46.1% | $3,767-27.0% |
| Admin fee / account holder | $18,819 | $3,368+458.7% | $12,068+55.9% | $2,969+533.9% |