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 | $66,939 | $100,923-33.7% | $150,045-55.4% | $74,304-9.9% |
| Participation rate | 56.9% | 70.1%-13.2pp | 82.3%-25.4pp | 60.3%-3.5pp |
| Annual return | 13.25% | 51.77%-38.5pp | 62.55%-49.3pp | 29.43%-16.2pp |
| Employer contribution / active EE | $2,256 | $3,463-34.9% | $4,693-51.9% | $2,241+0.7% |
| Participant deferral / active EE | $5,315 | $6,709-20.8% | $7,997-33.5% | $3,767+41.1% |
| Admin fee / account holder | $7,540 | $2,767+172.5% | $13,435-43.9% | $2,969+154.0% |