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 | $74,723 | $89,753-16.7% | $107,525-30.5% | $84,808-11.9% |
| Participation rate | 61.3% | 68.1%-6.8pp | 75.1%-13.8pp | 68.3%-7.0pp |
| Annual return | 4.68% | 29.48%-24.8pp | 181.32%-176.6pp | 40.90%-36.2pp |
| Employer contribution / active EE | $2,230 | $3,113-28.4% | $3,754-40.6% | $2,631-15.2% |
| Participant deferral / active EE | $3,787 | $4,056-6.6% | $5,116-26.0% | $4,212-10.1% |
| Admin fee / account holder | $2,510 | $7,222-65.2% | $8,919-71.9% | $7,344-65.8% |