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 | $46,787 | $77,899-39.9% | $149,673-68.7% | $75,163-37.8% |
| Participation rate | 61.8% | 65.6%-3.8pp | 78.8%-17.0pp | 67.2%-5.4pp |
| Annual return | 11.37% | 31.72%-20.3pp | 134.42%-123.0pp | 160.62%-149.2pp |
| Employer contribution / active EE | $2,097 | $3,137-33.2% | $4,818-56.5% | $2,670-21.5% |
| Participant deferral / active EE | $2,695 | $3,411-21.0% | $5,680-52.5% | $4,125-34.7% |
| Admin fee / account holder | $3,283 | $5,956-44.9% | $13,210-75.1% | $5,651-41.9% |