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 | $69,137 | $89,753-23.0% | $107,525-35.7% | $84,808-18.5% |
| Participation rate | 62.1% | 68.1%-5.9pp | 75.1%-13.0pp | 68.3%-6.2pp |
| Annual return | 12.72% | 29.48%-16.8pp | 181.32%-168.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,401 | $3,113-55.0% | $3,754-62.7% | $2,631-46.8% |
| Participant deferral / active EE | $2,654 | $4,056-34.6% | $5,116-48.1% | $4,212-37.0% |
| Admin fee / account holder | $8,096 | $7,222+12.1% | $8,919-9.2% | $7,344+10.2% |