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 | $51,970 | $106,749-51.3% | $145,433-64.3% | $82,448-37.0% |
| Participation rate | 67.2% | 75.6%-8.4pp | 82.1%-14.9pp | 68.1%-0.9pp |
| Annual return | 6.81% | 27.59%-20.8pp | 66.58%-59.8pp | 41.64%-34.8pp |
| Employer contribution / active EE | $2,612 | $3,444-24.2% | $4,554-42.6% | $2,551+2.4% |
| Participant deferral / active EE | $2,970 | $6,519-54.4% | $7,897-62.4% | $4,139-28.2% |
| Admin fee / account holder | $2,420 | $8,390-71.2% | $13,129-81.6% | $7,234-66.5% |