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 | $49,615 | $84,233-41.1% | $170,442-70.9% | $70,131-29.3% |
| Participation rate | 55.7% | 70.8%-15.1pp | 83.6%-27.9pp | 69.5%-13.8pp |
| Annual return | 10.14% | 23.06%-12.9pp | 205.93%-195.8pp | 73.14%-63.0pp |
| Employer contribution / active EE | $1,152 | $3,387-66.0% | $5,433-78.8% | $2,342-50.8% |
| Participant deferral / active EE | $1,151 | $3,086-62.7% | $4,939-76.7% | $3,332-65.4% |
| Admin fee / account holder | $5,356 | $5,698-6.0% | $13,880-61.4% | $4,645+15.3% |