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 | $62,662 | $100,923-37.9% | $150,045-58.2% | $74,304-15.7% |
| Participation rate | 56.9% | 70.1%-13.2pp | 82.3%-25.4pp | 60.3%-3.4pp |
| Annual return | 14.04% | 51.77%-37.7pp | 62.55%-48.5pp | 29.43%-15.4pp |
| Employer contribution / active EE | $1,298 | $3,463-62.5% | $4,693-72.3% | $2,241-42.1% |
| Participant deferral / active EE | $2,625 | $6,709-60.9% | $7,997-67.2% | $3,767-30.3% |
| Admin fee / account holder | $5,644 | $2,767+104.0% | $13,435-58.0% | $2,969+90.1% |