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 | $48,747 | $117,983-58.7% | $101,794-52.1% | $142,382-65.8% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.2%-6.7pp | 80.1%-17.6pp |
| Annual return | 9.70% | 36.92%-27.2pp | 30.53%-20.8pp | 217.08%-207.4pp |
| Employer contribution / active EE | $1,982 | $2,773-28.5% | $2,289-13.4% | $4,299-53.9% |
| Participant deferral / active EE | $6,862 | $4,714+45.6% | $4,084+68.0% | $6,507+5.5% |
| Admin fee / account holder | $36,852 | $10,433+253.2% | $8,777+319.9% | $12,624+191.9% |