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 | $63,511 | $76,670-17.2% | $96,683-34.3% | $71,457-11.1% |
| Participation rate | 41.6% | 66.6%-25.0pp | 74.3%-32.8pp | 67.9%-26.3pp |
| Annual return | 11.46% | 48.29%-36.8pp | 35.69%-24.2pp | 28.85%-17.4pp |
| Employer contribution / active EE | $1,367 | $3,031-54.9% | $3,737-63.4% | $2,588-47.2% |
| Participant deferral / active EE | $2,629 | $3,771-30.3% | $4,878-46.1% | $4,289-38.7% |
| Admin fee / account holder | $2,138 | $2,028+5.4% | $6,730-68.2% | $1,587+34.7% |