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 | $49,217 | $172,111-71.4% | $150,298-67.3% | $137,256-64.1% |
| Participation rate | 68.4% | 81.7%-13.3pp | 77.8%-9.3pp | 80.0%-11.5pp |
| Annual return | 10.47% | 69.37%-58.9pp | 62.79%-52.3pp | 220.34%-209.9pp |
| Employer contribution / active EE | $2,426 | $4,636-47.7% | $4,154-41.6% | $4,156-41.6% |
| Participant deferral / active EE | $2,217 | $6,166-64.0% | $5,453-59.3% | $6,407-65.4% |
| Admin fee / account holder | $2,863 | $16,471-82.6% | $14,116-79.7% | $12,270-76.7% |