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 | $47,067 | $56,053-16.0% | $75,972-38.0% | $80,856-41.8% |
| Participation rate | 68.0% | 62.0%+6.0pp | 69.1%-1.1pp | 67.6%+0.4pp |
| Annual return | 8.44% | 20.53%-12.1pp | 359.55%-351.1pp | 35.59%-27.2pp |
| Employer contribution / active EE | $1,123 | $1,874-40.1% | $2,685-58.2% | $2,755-59.2% |
| Participant deferral / active EE | $1,580 | $3,052-48.2% | $4,255-62.9% | $4,296-63.2% |
| Admin fee / account holder | $7,107 | $5,234+35.8% | $6,467+9.9% | $6,918+2.7% |