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 | $59,659 | $142,405-58.1% | $115,157-48.2% | $152,861-61.0% |
| Participation rate | 60.0% | 82.4%-22.4pp | 75.9%-15.9pp | 82.4%-22.4pp |
| Annual return | 0.65% | 41.48%-40.8pp | 35.60%-35.0pp | 345.32%-344.7pp |
| Employer contribution / active EE | $3,350 | $4,010-16.4% | $3,179+5.4% | $4,762-29.7% |
| Participant deferral / active EE | $5,016 | $5,164-2.9% | $4,168+20.3% | $5,850-14.3% |
| Admin fee / account holder | $64,444 | $8,462+661.6% | $7,088+809.2% | $11,596+455.7% |