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 | $59,515 | $89,753-33.7% | $107,525-44.7% | $84,808-29.8% |
| Participation rate | 42.3% | 68.1%-25.8pp | 75.1%-32.8pp | 68.3%-26.0pp |
| Annual return | 10.57% | 29.48%-18.9pp | 181.32%-170.8pp | 40.90%-30.3pp |
| Employer contribution / active EE | $1,104 | $3,113-64.6% | $3,754-70.6% | $2,631-58.1% |
| Participant deferral / active EE | $2,035 | $4,056-49.8% | $5,116-60.2% | $4,212-51.7% |
| Admin fee / account holder | $662 | $7,222-90.8% | $8,919-92.6% | $7,344-91.0% |