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 | $52,818 | $61,774-14.5% | $97,226-45.7% | $80,856-34.7% |
| Participation rate | 50.0% | 63.5%-13.5pp | 72.7%-22.7pp | 67.6%-17.6pp |
| Annual return | 7.73% | -557.90%+565.6pp | 75.13%-67.4pp | 35.59%-27.9pp |
| Employer contribution / active EE | $1,127 | $1,837-38.6% | $2,729-58.7% | $2,755-59.1% |
| Participant deferral / active EE | $3,112 | $3,029+2.7% | $4,264-27.0% | $4,296-27.6% |
| Admin fee / account holder | $1,758 | $5,166-66.0% | $5,654-68.9% | $6,918-74.6% |