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 | $48,252 | $56,053-13.9% | $75,972-36.5% | $80,856-40.3% |
| Participation rate | 53.8% | 62.0%-8.2pp | 69.1%-15.2pp | 67.6%-13.8pp |
| Annual return | 9.65% | 20.53%-10.9pp | 359.55%-349.9pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,966 | $1,874+4.9% | $2,685-26.8% | $2,755-28.6% |
| Participant deferral / active EE | $4,135 | $3,052+35.5% | $4,255-2.8% | $4,296-3.8% |
| Admin fee / account holder | $2,299 | $5,234-56.1% | $6,467-64.4% | $6,918-66.8% |