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 | $67,138 | $78,926-14.9% | $136,749-50.9% | $84,808-20.8% |
| Participation rate | 54.5% | 62.2%-7.6pp | 72.1%-17.6pp | 68.3%-13.8pp |
| Annual return | 10.27% | 18.17%-7.9pp | 24.33%-14.1pp | 40.90%-30.6pp |
| Employer contribution / active EE | $1,103 | $2,134-48.3% | $3,400-67.5% | $2,631-58.1% |
| Participant deferral / active EE | $2,081 | $3,168-34.3% | $4,692-55.6% | $4,212-50.6% |
| Admin fee / account holder | $6,357 | $6,369-0.2% | $11,386-44.2% | $7,344-13.4% |