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 | $45,483 | $63,346-28.2% | $92,233-50.7% | $70,131-35.1% |
| Participation rate | 61.1% | 68.7%-7.6pp | 76.5%-15.4pp | 69.5%-8.4pp |
| Annual return | 12.36% | 530.12%-517.8pp | 176.28%-163.9pp | 73.14%-60.8pp |
| Employer contribution / active EE | $784 | $2,471-68.3% | $3,679-78.7% | $2,342-66.5% |
| Participant deferral / active EE | $2,348 | $2,854-17.7% | $3,897-39.7% | $3,332-29.5% |
| Admin fee / account holder | $2,585 | $3,840-32.7% | $5,194-50.2% | $4,645-44.4% |