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 | $52,498 | $79,449-33.9% | $189,557-72.3% | $85,850-38.8% |
| Participation rate | 67.6% | 66.0%+1.7pp | 78.4%-10.8pp | 69.3%-1.7pp |
| Annual return | 10.53% | 18.45%-7.9pp | 64.17%-53.6pp | 318.53%-308.0pp |
| Employer contribution / active EE | $1,956 | $2,081-6.0% | $4,412-55.7% | $2,565-23.7% |
| Participant deferral / active EE | $3,377 | $4,051-16.6% | $6,174-45.3% | $3,952-14.5% |
| Admin fee / account holder | $7,119 | $5,377+32.4% | $9,807-27.4% | $6,260+13.7% |