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 | $73,680 | $77,503-4.9% | $100,391-26.6% | $80,856-8.9% |
| Participation rate | 48.3% | 76.9%-28.7pp | 81.5%-33.2pp | 67.6%-19.4pp |
| Annual return | 12.27% | 37.20%-24.9pp | 49.20%-36.9pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,741 | $2,801-37.9% | $3,942-55.8% | $2,755-36.8% |
| Participant deferral / active EE | $3,445 | $6,820-49.5% | $8,082-57.4% | $4,296-19.8% |
| Admin fee / account holder | $13,884 | $5,897+135.4% | $7,899+75.8% | $6,918+100.7% |