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 | $100,548 | $73,933+36.0% | $96,683+4.0% | $75,163+33.8% |
| Participation rate | 46.3% | 66.4%-20.1pp | 74.3%-28.0pp | 67.2%-20.9pp |
| Annual return | 8.21% | 26.70%-18.5pp | 35.69%-27.5pp | 160.62%-152.4pp |
| Employer contribution / active EE | $1,138 | $2,928-61.1% | $3,737-69.5% | $2,670-57.4% |
| Participant deferral / active EE | $3,353 | $3,659-8.3% | $4,878-31.3% | $4,125-18.7% |
| Admin fee / account holder | $18,919 | $5,216+262.7% | $6,730+181.1% | $5,651+234.8% |