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 | $80,877 | $81,248-0.5% | $155,509-48.0% | $80,8560% |
| Participation rate | 55.6% | 66.2%-10.7pp | 78.2%-22.6pp | 67.6%-12.1pp |
| Annual return | 7.54% | 33.31%-25.8pp | 64.67%-57.1pp | 35.59%-28.1pp |
| Employer contribution / active EE | $1,728 | $3,100-44.3% | $4,672-63.0% | $2,755-37.3% |
| Participant deferral / active EE | $5,219 | $3,452+51.2% | $5,626-7.2% | $4,296+21.5% |
| Admin fee / account holder | $7,284 | $7,997-8.9% | $15,912-54.2% | $6,918+5.3% |