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 | $87,514 | $110,257-20.6% | $96,544-9.4% | $139,434-37.2% |
| Participation rate | 56.5% | 78.1%-21.6pp | 76.0%-19.4pp | 80.3%-23.8pp |
| Annual return | 6.87% | 26.32%-19.4pp | 25.84%-19.0pp | 372.94%-366.1pp |
| Employer contribution / active EE | $1,364 | $3,620-62.3% | $2,965-54.0% | $4,751-71.3% |
| Participant deferral / active EE | $2,572 | $5,548-53.6% | $4,851-47.0% | $6,710-61.7% |
| Admin fee / account holder | $5,152 | $11,591-55.6% | $8,252-37.6% | $11,403-54.8% |