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 | $72,642 | $109,881-33.9% | $150,045-51.6% | $84,808-14.3% |
| Participation rate | 47.4% | 76.1%-28.7pp | 82.3%-35.0pp | 68.3%-20.9pp |
| Annual return | 12.38% | 28.25%-15.9pp | 62.55%-50.2pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,623 | $3,561-54.4% | $4,693-65.4% | $2,631-38.3% |
| Participant deferral / active EE | $3,983 | $6,636-40.0% | $7,997-50.2% | $4,212-5.4% |
| Admin fee / account holder | $30,645 | $8,568+257.7% | $13,435+128.1% | $7,344+317.3% |