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 | $32,819 | $80,717-59.3% | $154,803-78.8% | $84,808-61.3% |
| Participation rate | 66.2% | 66.8%-0.6pp | 78.1%-11.8pp | 68.3%-2.1pp |
| Annual return | 11.73% | 37.96%-26.2pp | 58.88%-47.2pp | 40.90%-29.2pp |
| Employer contribution / active EE | $2,425 | $2,761-12.2% | $4,305-43.7% | $2,631-7.8% |
| Participant deferral / active EE | $4,221 | $3,303+27.8% | $5,540-23.8% | $4,212+0.2% |
| Admin fee / account holder | $2,225 | $6,746-67.0% | $14,329-84.5% | $7,344-69.7% |