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 | $56,672 | $48,750+16.2% | $88,946-36.3% | $74,304-23.7% |
| Participation rate | 36.3% | 44.5%-8.2pp | 68.8%-32.6pp | 60.3%-24.1pp |
| Annual return | 13.56% | 25.91%-12.3pp | 57.82%-44.3pp | 29.43%-15.9pp |
| Employer contribution / active EE | $1,174 | $1,255-6.5% | $2,555-54.1% | $2,241-47.6% |
| Participant deferral / active EE | $2,026 | $2,423-16.4% | $4,581-55.8% | $3,767-46.2% |
| Admin fee / account holder | $12,922 | $3,756+244.1% | $8,261+56.4% | $2,969+335.3% |