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 | $53,755 | $77,503-30.6% | $100,391-46.5% | $80,856-33.5% |
| Participation rate | 64.5% | 76.9%-12.4pp | 81.5%-17.0pp | 67.6%-3.1pp |
| Annual return | 8.31% | 37.20%-28.9pp | 49.20%-40.9pp | 35.59%-27.3pp |
| Employer contribution / active EE | $1,407 | $2,801-49.8% | $3,942-64.3% | $2,755-48.9% |
| Participant deferral / active EE | $3,614 | $6,820-47.0% | $8,082-55.3% | $4,296-15.9% |
| Admin fee / account holder | $1,764 | $5,897-70.1% | $7,899-77.7% | $6,918-74.5% |