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 | $75,026 | $81,446-7.9% | $103,374-27.4% | $80,874-7.2% |
| Participation rate | 53.6% | 66.9%-13.3pp | 74.5%-20.9pp | 67.6%-14.1pp |
| Annual return | 10.06% | 25.57%-15.5pp | 24.89%-14.8pp | 35.62%-25.6pp |
| Employer contribution / active EE | $2,107 | $3,107-32.2% | $3,869-45.6% | $2,756-23.6% |
| Participant deferral / active EE | $6,107 | $3,870+57.8% | $5,058+20.7% | $4,297+42.1% |
| Admin fee / account holder | $901 | $6,715-86.6% | $8,394-89.3% | $6,935-87.0% |