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 | $75,938 | $77,314-1.8% | $177,989-57.3% | $80,856-6.1% |
| Participation rate | 58.3% | 65.7%-7.4pp | 77.1%-18.8pp | 67.6%-9.3pp |
| Annual return | 10.00% | 18.09%-8.1pp | 294.48%-284.5pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,519 | $2,292-33.7% | $3,949-61.5% | $2,755-44.9% |
| Participant deferral / active EE | $2,924 | $4,411-33.7% | $6,276-53.4% | $4,296-31.9% |
| Admin fee / account holder | $731 | $7,191-89.8% | $10,363-92.9% | $6,918-89.4% |