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 | $57,531 | $65,365-12.0% | $92,893-38.1% | $72,985-21.2% |
| Participation rate | 46.9% | 68.3%-21.4pp | 76.0%-29.1pp | 69.5%-22.6pp |
| Annual return | 13.66% | 42.10%-28.4pp | 109.41%-95.8pp | 81.00%-67.3pp |
| Employer contribution / active EE | $1,264 | $2,594-51.3% | $3,653-65.4% | $2,440-48.2% |
| Participant deferral / active EE | $2,536 | $3,128-18.9% | $4,236-40.1% | $3,607-29.7% |
| Admin fee / account holder | $639 | $4,251-85.0% | $5,794-89.0% | $5,124-87.5% |