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 | $61,551 | $93,571-34.2% | $135,903-54.7% | $75,163-18.1% |
| Participation rate | 61.9% | 75.2%-13.3pp | 81.9%-20.0pp | 67.2%-5.3pp |
| Annual return | 9.89% | 30.90%-21.0pp | 68.23%-58.3pp | 160.62%-150.7pp |
| Employer contribution / active EE | $1,878 | $3,537-46.9% | $4,856-61.3% | $2,670-29.7% |
| Participant deferral / active EE | $3,454 | $6,404-46.1% | $7,758-55.5% | $4,125-16.3% |
| Admin fee / account holder | $35,418 | $6,975+407.8% | $10,762+229.1% | $5,651+526.8% |