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 | $55,469 | $77,314-28.3% | $177,989-68.8% | $80,856-31.4% |
| Participation rate | 61.4% | 65.7%-4.3pp | 77.1%-15.7pp | 67.6%-6.3pp |
| Annual return | 10.24% | 18.09%-7.8pp | 294.48%-284.2pp | 35.59%-25.4pp |
| Employer contribution / active EE | $810 | $2,292-64.7% | $3,949-79.5% | $2,755-70.6% |
| Participant deferral / active EE | $3,732 | $4,411-15.4% | $6,276-40.5% | $4,296-13.1% |
| Admin fee / account holder | $6,179 | $7,191-14.1% | $10,363-40.4% | $6,918-10.7% |