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 | $40,805 | $85,202-52.1% | $172,739-76.4% | $72,985-44.1% |
| Participation rate | 55.4% | 70.1%-14.7pp | 82.6%-27.3pp | 69.5%-14.1pp |
| Annual return | 6.91% | 27.32%-20.4pp | 802.84%-795.9pp | 81.00%-74.1pp |
| Employer contribution / active EE | $3,660 | $3,324+10.1% | $5,143-28.8% | $2,440+50.0% |
| Participant deferral / active EE | $4,787 | $3,260+46.8% | $5,198-7.9% | $3,607+32.7% |
| Admin fee / account holder | $3,942 | $5,884-33.0% | $13,954-71.8% | $5,124-23.1% |