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 | $53,691 | $91,190-41.1% | $178,490-69.9% | $79,858-32.8% |
| Participation rate | 57.1% | 69.2%-12.1pp | 81.9%-24.8pp | 69.6%-12.5pp |
| Annual return | 9.58% | 24.19%-14.6pp | 151.07%-141.5pp | 31.71%-22.1pp |
| Employer contribution / active EE | $1,115 | $3,256-65.7% | $5,011-77.7% | $2,471-54.9% |
| Participant deferral / active EE | $2,599 | $3,236-19.7% | $5,202-50.0% | $3,740-30.5% |
| Admin fee / account holder | $6,923 | $6,751+2.6% | $13,984-50.5% | $5,306+30.5% |