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 | $78,225 | $106,749-26.7% | $145,433-46.2% | $82,448-5.1% |
| Participation rate | 42.6% | 75.6%-33.0pp | 82.1%-39.5pp | 68.1%-25.4pp |
| Annual return | 14.05% | 27.59%-13.5pp | 66.58%-52.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $2,334 | $3,444-32.2% | $4,554-48.7% | $2,551-8.5% |
| Participant deferral / active EE | $4,507 | $6,519-30.9% | $7,897-42.9% | $4,139+8.9% |
| Admin fee / account holder | $839 | $8,390-90.0% | $13,129-93.6% | $7,234-88.4% |