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 | $44,348 | $48,795-9.1% | $65,493-32.3% | $84,808-47.7% |
| Participation rate | 60.0% | 67.0%-7.0pp | 73.1%-13.1pp | 68.3%-8.3pp |
| Annual return | 9.38% | 20.20%-10.8pp | 982.45%-973.1pp | 40.90%-31.5pp |
| Employer contribution / active EE | $1,318 | $1,930-31.7% | $2,574-48.8% | $2,631-49.9% |
| Participant deferral / active EE | $1,414 | $2,928-51.7% | $3,961-64.3% | $4,212-66.4% |
| Admin fee / account holder | $1,005 | $3,877-74.1% | $5,028-80.0% | $7,344-86.3% |