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 | $60,505 | $80,968-25.3% | $96,544-37.3% | $75,163-19.5% |
| Participation rate | 52.6% | 71.8%-19.2pp | 76.0%-23.4pp | 67.2%-14.6pp |
| Annual return | 11.43% | 27.06%-15.6pp | 25.84%-14.4pp | 160.62%-149.2pp |
| Employer contribution / active EE | $1,126 | $2,282-50.6% | $2,965-62.0% | $2,670-57.8% |
| Participant deferral / active EE | $1,916 | $3,928-51.2% | $4,851-60.5% | $4,125-53.5% |
| Admin fee / account holder | $17,899 | $6,724+166.2% | $8,252+116.9% | $5,651+216.7% |