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 | $49,002 | $61,774-20.7% | $97,226-49.6% | $80,856-39.4% |
| Participation rate | 52.1% | 63.5%-11.4pp | 72.7%-20.6pp | 67.6%-15.5pp |
| Annual return | 8.70% | -557.90%+566.6pp | 75.13%-66.4pp | 35.59%-26.9pp |
| Employer contribution / active EE | $1,765 | $1,837-3.9% | $2,729-35.3% | $2,755-35.9% |
| Participant deferral / active EE | $3,173 | $3,029+4.7% | $4,264-25.6% | $4,296-26.1% |
| Admin fee / account holder | $3,854 | $5,166-25.4% | $5,654-31.8% | $6,918-44.3% |