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 | $53,399 | $80,717-33.8% | $154,803-65.5% | $84,808-37.0% |
| Participation rate | 57.1% | 66.8%-9.7pp | 78.1%-20.9pp | 68.3%-11.2pp |
| Annual return | 12.83% | 37.96%-25.1pp | 58.88%-46.0pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,089 | $2,761-24.3% | $4,305-51.5% | $2,631-20.6% |
| Participant deferral / active EE | $4,280 | $3,303+29.6% | $5,540-22.8% | $4,212+1.6% |
| Admin fee / account holder | $5,521 | $6,746-18.2% | $14,329-61.5% | $7,344-24.8% |