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 | $60,192 | $87,013-30.8% | $106,213-43.3% | $80,856-25.6% |
| Participation rate | 55.6% | 70.4%-14.9pp | 75.3%-19.7pp | 67.6%-12.1pp |
| Annual return | 6.19% | 17.05%-10.9pp | 116.14%-110.0pp | 35.59%-29.4pp |
| Employer contribution / active EE | $1,722 | $2,395-28.1% | $3,171-45.7% | $2,755-37.5% |
| Participant deferral / active EE | $3,410 | $3,986-14.5% | $5,016-32.0% | $4,296-20.6% |
| Admin fee / account holder | $633 | $8,431-92.5% | $11,033-94.3% | $6,918-90.9% |