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 5-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 | $52,861 | $73,933-28.5% | $96,683-45.3% | $75,163-29.7% |
| Participation rate | 64.5% | 66.4%-1.9pp | 74.3%-9.8pp | 67.2%-2.7pp |
| Annual return | 11.96% | 26.70%-14.7pp | 35.69%-23.7pp | 160.62%-148.7pp |
| Employer contribution / active EE | $1,867 | $2,928-36.2% | $3,737-50.0% | $2,670-30.1% |
| Participant deferral / active EE | $4,679 | $3,659+27.9% | $4,878-4.1% | $4,125+13.4% |
| Admin fee / account holder | $34,317 | $5,216+557.9% | $6,730+409.9% | $5,651+507.3% |