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 | $52,194 | $78,705-33.7% | $117,854-55.7% | $70,131-25.6% |
| Participation rate | 67.5% | 73.2%-5.7pp | 79.7%-12.2pp | 69.5%-2.0pp |
| Annual return | 9.00% | 23.30%-14.3pp | 335.08%-326.1pp | 73.14%-64.1pp |
| Employer contribution / active EE | $2,012 | $2,223-9.5% | $3,786-46.9% | $2,342-14.1% |
| Participant deferral / active EE | $3,553 | $3,297+7.8% | $4,482-20.7% | $3,332+6.6% |
| Admin fee / account holder | $764 | $5,065-84.9% | $8,020-90.5% | $4,645-83.6% |