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 | $79,230 | $88,083-10.1% | $164,813-51.9% | $74,495+6.4% |
| Participation rate | 42.0% | 73.0%-31.1pp | 78.6%-36.6pp | 67.2%-25.2pp |
| Annual return | 9.54% | 17.26%-7.7pp | 69.93%-60.4pp | 1364.94%-1355.4pp |
| Employer contribution / active EE | $1,260 | $2,593-51.4% | $4,341-71.0% | $2,623-51.9% |
| Participant deferral / active EE | $2,335 | $4,498-48.1% | $6,031-61.3% | $4,346-46.3% |
| Admin fee / account holder | $35,874 | $2,234+1506.1% | $12,690+182.7% | $1,942+1747.5% |