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 | $61,276 | $78,672-22.1% | $109,143-43.9% | $85,850-28.6% |
| Participation rate | 28.0% | 68.3%-40.3pp | 75.9%-47.9pp | 69.3%-41.3pp |
| Annual return | 9.95% | 25.09%-15.1pp | 25.75%-15.8pp | 318.53%-308.6pp |
| Employer contribution / active EE | $1,409 | $2,735-48.5% | $3,722-62.1% | $2,565-45.1% |
| Participant deferral / active EE | $2,047 | $3,467-41.0% | $4,653-56.0% | $3,952-48.2% |
| Admin fee / account holder | $11,538 | $5,469+111.0% | $6,752+70.9% | $6,260+84.3% |