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 | $49,008 | $85,202-42.5% | $172,739-71.6% | $72,985-32.9% |
| Participation rate | 55.2% | 70.1%-14.9pp | 82.6%-27.5pp | 69.5%-14.3pp |
| Annual return | 11.99% | 27.32%-15.3pp | 802.84%-790.9pp | 81.00%-69.0pp |
| Employer contribution / active EE | $1,488 | $3,324-55.2% | $5,143-71.1% | $2,440-39.0% |
| Participant deferral / active EE | $3,905 | $3,260+19.8% | $5,198-24.9% | $3,607+8.3% |
| Admin fee / account holder | $9,346 | $5,884+58.8% | $13,954-33.0% | $5,124+82.4% |