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 | $34,758 | $79,944-56.5% | $98,439-64.7% | $75,163-53.8% |
| Participation rate | 62.1% | 70.4%-8.2pp | 75.2%-13.0pp | 67.2%-5.1pp |
| Annual return | 4.78% | 19.75%-15.0pp | 21.16%-16.4pp | 160.62%-155.8pp |
| Employer contribution / active EE | $1,486 | $2,264-34.4% | $3,048-51.2% | $2,670-44.3% |
| Participant deferral / active EE | $2,590 | $3,752-31.0% | $4,738-45.3% | $4,125-37.2% |
| Admin fee / account holder | $6,459 | $6,840-5.6% | $8,948-27.8% | $5,651+14.3% |