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 | $53,012 | $106,584-50.3% | $101,326-47.7% | $142,382-62.8% |
| Participation rate | 60.0% | 82.7%-22.7pp | 81.5%-21.5pp | 80.1%-20.1pp |
| Annual return | 9.84% | 36.93%-27.1pp | 36.82%-27.0pp | 217.08%-207.2pp |
| Employer contribution / active EE | $1,917 | $3,956-51.5% | $3,665-47.7% | $4,299-55.4% |
| Participant deferral / active EE | $5,462 | $8,297-34.2% | $7,994-31.7% | $6,507-16.1% |
| Admin fee / account holder | $11,135 | $11,446-2.7% | $11,185-0.4% | $12,624-11.8% |