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 | $41,614 | $77,419-46.2% | $69,455-40.1% | $152,861-72.8% |
| Participation rate | 46.2% | 78.1%-31.9pp | 74.6%-28.5pp | 82.4%-36.3pp |
| Annual return | 2.99% | 39.06%-36.1pp | 28.97%-26.0pp | 345.32%-342.3pp |
| Employer contribution / active EE | $1,622 | $3,315-51.1% | $2,779-41.6% | $4,762-65.9% |
| Participant deferral / active EE | $4,694 | $4,414+6.4% | $3,535+32.8% | $5,850-19.8% |
| Admin fee / account holder | $1,280 | $6,207-79.4% | $3,839-66.7% | $11,596-89.0% |