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 | $22,884 | $58,851-61.1% | $115,157-80.1% | $72,985-68.6% |
| Participation rate | 62.2% | 65.5%-3.4pp | 75.9%-13.7pp | 69.5%-7.3pp |
| Annual return | 12.09% | 23.16%-11.1pp | 35.60%-23.5pp | 81.00%-68.9pp |
| Employer contribution / active EE | $1,216 | $1,798-32.4% | $3,179-61.8% | $2,440-50.2% |
| Participant deferral / active EE | $2,314 | $2,643-12.4% | $4,168-44.5% | $3,607-35.9% |
| Admin fee / account holder | $1,096 | $6,370-82.8% | $7,088-84.5% | $5,124-78.6% |