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 | $53,056 | $63,861-16.9% | $104,607-49.3% | $79,858-33.6% |
| Participation rate | 47.5% | 64.9%-17.4pp | 74.1%-26.6pp | 69.6%-22.1pp |
| Annual return | 8.65% | 21.30%-12.7pp | 340.46%-331.8pp | 31.71%-23.1pp |
| Employer contribution / active EE | $1,860 | $1,588+17.1% | $2,681-30.6% | $2,471-24.7% |
| Participant deferral / active EE | $3,028 | $2,693+12.4% | $3,740-19.0% | $3,740-19.1% |
| Admin fee / account holder | $22,049 | $4,185+426.9% | $6,473+240.6% | $5,306+315.5% |