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 | $61,653 | $110,257-44.1% | $96,544-36.1% | $139,434-55.8% |
| Participation rate | 68.4% | 78.1%-9.7pp | 76.0%-7.5pp | 80.3%-11.9pp |
| Annual return | 7.24% | 26.32%-19.1pp | 25.84%-18.6pp | 372.94%-365.7pp |
| Employer contribution / active EE | $1,427 | $3,620-60.6% | $2,965-51.9% | $4,751-70.0% |
| Participant deferral / active EE | $2,711 | $5,548-51.1% | $4,851-44.1% | $6,710-59.6% |
| Admin fee / account holder | $1,738 | $11,591-85.0% | $8,252-78.9% | $11,403-84.8% |