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 | $61,137 | $89,355-31.6% | $141,162-56.7% | $72,985-16.2% |
| Participation rate | 22.2% | 75.1%-52.9pp | 82.5%-60.2pp | 69.5%-47.3pp |
| Annual return | 18.19% | 111.85%-93.7pp | 71.39%-53.2pp | 81.00%-62.8pp |
| Employer contribution / active EE | $3,081 | $3,114-1.1% | $4,735-34.9% | $2,440+26.3% |
| Participant deferral / active EE | $5,757 | $5,418+6.3% | $6,709-14.2% | $3,607+59.6% |
| Admin fee / account holder | $4,459 | $5,958-25.2% | $10,261-56.5% | $5,124-13.0% |