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 | $51,003 | $80,673-36.8% | $101,326-49.7% | $84,808-39.9% |
| Participation rate | 65.5% | 77.8%-12.3pp | 81.5%-16.0pp | 68.3%-2.8pp |
| Annual return | 12.35% | 38.95%-26.6pp | 36.82%-24.5pp | 40.90%-28.6pp |
| Employer contribution / active EE | $583 | $2,698-78.4% | $3,665-84.1% | $2,631-77.8% |
| Participant deferral / active EE | $3,105 | $6,840-54.6% | $7,994-61.2% | $4,212-26.3% |
| Admin fee / account holder | $6,095 | $12,784-52.3% | $11,185-45.5% | $7,344-17.0% |