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 | $53,019 | $138,347-61.7% | $184,203-71.2% | $80,856-34.4% |
| Participation rate | 65.4% | 83.9%-18.5pp | 86.8%-21.4pp | 67.6%-2.3pp |
| Annual return | 9.11% | 20.02%-10.9pp | 28.81%-19.7pp | 35.59%-26.5pp |
| Employer contribution / active EE | $3,565 | $4,850-26.5% | $6,427-44.5% | $2,755+29.4% |
| Participant deferral / active EE | $3,564 | $7,071-49.6% | $9,131-61.0% | $4,296-17.0% |
| Admin fee / account holder | $18,009 | $10,483+71.8% | $13,901+29.6% | $6,918+160.3% |