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 | $55,963 | $93,571-40.2% | $135,903-58.8% | $75,163-25.5% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.9%-15.2pp | 67.2%-0.5pp |
| Annual return | 14.80% | 30.90%-16.1pp | 68.23%-53.4pp | 160.62%-145.8pp |
| Employer contribution / active EE | $2,493 | $3,537-29.5% | $4,856-48.7% | $2,670-6.6% |
| Participant deferral / active EE | $4,292 | $6,404-33.0% | $7,758-44.7% | $4,125+4.0% |
| Admin fee / account holder | $21,542 | $6,975+208.8% | $10,762+100.2% | $5,651+281.2% |