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 | $65,369 | $88,672-26.3% | $105,223-37.9% | $82,448-20.7% |
| Participation rate | 48.1% | 67.9%-19.8pp | 75.0%-26.9pp | 68.1%-19.9pp |
| Annual return | 7.31% | 30.86%-23.5pp | 180.65%-173.3pp | 41.64%-34.3pp |
| Employer contribution / active EE | $1,003 | $3,048-67.1% | $3,689-72.8% | $2,551-60.7% |
| Participant deferral / active EE | $2,434 | $4,036-39.7% | $5,072-52.0% | $4,139-41.2% |
| Admin fee / account holder | $19,104 | $7,146+167.3% | $8,859+115.6% | $7,234+164.1% |