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 | $48,417 | $79,944-39.4% | $98,439-50.8% | $75,163-35.6% |
| Participation rate | 26.1% | 70.4%-44.3pp | 75.2%-49.1pp | 67.2%-41.1pp |
| Annual return | 4.65% | 19.75%-15.1pp | 21.16%-16.5pp | 160.62%-156.0pp |
| Employer contribution / active EE | $1,393 | $2,264-38.5% | $3,048-54.3% | $2,670-47.8% |
| Participant deferral / active EE | $1,902 | $3,752-49.3% | $4,738-59.9% | $4,125-53.9% |
| Admin fee / account holder | $2,165 | $6,840-68.3% | $8,948-75.8% | $5,651-61.7% |