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 | $69,710 | $78,705-11.4% | $117,854-40.9% | $70,131-0.6% |
| Participation rate | 42.5% | 73.2%-30.7pp | 79.7%-37.2pp | 69.5%-27.0pp |
| Annual return | 11.78% | 23.30%-11.5pp | 335.08%-323.3pp | 73.14%-61.4pp |
| Employer contribution / active EE | $1,398 | $2,223-37.1% | $3,786-63.1% | $2,342-40.3% |
| Participant deferral / active EE | $2,343 | $3,297-29.0% | $4,482-47.7% | $3,332-29.7% |
| Admin fee / account holder | $13,978 | $5,065+176.0% | $8,020+74.3% | $4,645+200.9% |