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 | $43,098 | $93,571-53.9% | $135,903-68.3% | $75,163-42.7% |
| Participation rate | 68.8% | 75.2%-6.4pp | 81.9%-13.2pp | 67.2%+1.6pp |
| Annual return | 15.01% | 30.90%-15.9pp | 68.23%-53.2pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,709 | $3,537-51.7% | $4,856-64.8% | $2,670-36.0% |
| Participant deferral / active EE | $4,114 | $6,404-35.8% | $7,758-47.0% | $4,125-0.3% |
| Admin fee / account holder | $1,472 | $6,975-78.9% | $10,762-86.3% | $5,651-73.9% |