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 | $66,367 | $84,233-21.2% | $170,442-61.1% | $70,131-5.4% |
| Participation rate | 57.9% | 70.8%-12.9pp | 83.6%-25.7pp | 69.5%-11.6pp |
| Annual return | 11.06% | 23.06%-12.0pp | 205.93%-194.9pp | 73.14%-62.1pp |
| Employer contribution / active EE | $3,524 | $3,387+4.0% | $5,433-35.1% | $2,342+50.4% |
| Participant deferral / active EE | $1,940 | $3,086-37.1% | $4,939-60.7% | $3,332-41.8% |
| Admin fee / account holder | $4,569 | $5,698-19.8% | $13,880-67.1% | $4,645-1.6% |