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 | $62,644 | $91,190-31.3% | $178,490-64.9% | $79,858-21.6% |
| Participation rate | 63.4% | 69.2%-5.8pp | 81.9%-18.5pp | 69.6%-6.2pp |
| Annual return | 8.89% | 24.19%-15.3pp | 151.07%-142.2pp | 31.71%-22.8pp |
| Employer contribution / active EE | $1,246 | $3,256-61.7% | $5,011-75.1% | $2,471-49.6% |
| Participant deferral / active EE | $3,789 | $3,236+17.1% | $5,202-27.2% | $3,740+1.3% |
| Admin fee / account holder | $4,725 | $6,751-30.0% | $13,984-66.2% | $5,306-10.9% |