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 | $59,905 | $98,463-39.2% | $119,258-49.8% | $85,850-30.2% |
| Participation rate | 52.1% | 77.6%-25.5pp | 82.7%-30.6pp | 69.3%-17.2pp |
| Annual return | 9.20% | 38.53%-29.3pp | 30.69%-21.5pp | 318.53%-309.3pp |
| Employer contribution / active EE | $1,284 | $3,698-65.3% | $4,384-70.7% | $2,565-49.9% |
| Participant deferral / active EE | $2,304 | $4,942-53.4% | $6,111-62.3% | $3,952-41.7% |
| Admin fee / account holder | $4,078 | $7,493-45.6% | $7,226-43.6% | $6,260-34.9% |