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 | $62,399 | $109,413-43.0% | $156,263-60.1% | $84,808-26.4% |
| Participation rate | 61.8% | 72.7%-10.9pp | 78.9%-17.1pp | 68.3%-6.5pp |
| Annual return | 11.78% | 20.18%-8.4pp | 59.47%-47.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,031 | $2,907-64.5% | $4,333-76.2% | $2,631-60.8% |
| Participant deferral / active EE | $3,131 | $4,590-31.8% | $6,158-49.2% | $4,212-25.7% |
| Admin fee / account holder | $17,218 | $9,357+84.0% | $14,255+20.8% | $7,344+134.5% |