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 | $73,415 | $84,233-12.8% | $170,442-56.9% | $70,131+4.7% |
| Participation rate | 65.4% | 70.8%-5.4pp | 83.6%-18.2pp | 69.5%-4.2pp |
| Annual return | 9.65% | 23.06%-13.4pp | 205.93%-196.3pp | 73.14%-63.5pp |
| Employer contribution / active EE | $726 | $3,387-78.6% | $5,433-86.6% | $2,342-69.0% |
| Participant deferral / active EE | $1,015 | $3,086-67.1% | $4,939-79.5% | $3,332-69.5% |
| Admin fee / account holder | $28,992 | $5,698+408.8% | $13,880+108.9% | $4,645+524.1% |