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 | $66,378 | $77,314-14.1% | $177,989-62.7% | $80,856-17.9% |
| Participation rate | 60.0% | 65.7%-5.7pp | 77.1%-17.1pp | 67.6%-7.6pp |
| Annual return | 9.99% | 18.09%-8.1pp | 294.48%-284.5pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,533 | $2,292-33.1% | $3,949-61.2% | $2,755-44.4% |
| Participant deferral / active EE | $3,542 | $4,411-19.7% | $6,276-43.6% | $4,296-17.6% |
| Admin fee / account holder | $18,604 | $7,191+158.7% | $10,363+79.5% | $6,918+168.9% |