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 | $68,473 | $98,750-30.7% | $149,696-54.3% | $79,858-14.3% |
| Participation rate | 64.6% | 75.8%-11.2pp | 82.5%-17.9pp | 69.6%-5.0pp |
| Annual return | 4.85% | 27.43%-22.6pp | 276.60%-271.8pp | 31.71%-26.9pp |
| Employer contribution / active EE | $1,482 | $3,216-53.9% | $4,644-68.1% | $2,471-40.0% |
| Participant deferral / active EE | $2,714 | $5,680-52.2% | $6,842-60.3% | $3,740-27.4% |
| Admin fee / account holder | $3,168 | $6,053-47.7% | $9,309-66.0% | $5,306-40.3% |