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 | $66,899 | $95,266-29.8% | $82,389-18.8% | $142,382-53.0% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.5%-7.0pp | 80.1%-17.6pp |
| Annual return | 10.39% | 25.74%-15.3pp | 28.67%-18.3pp | 217.08%-206.7pp |
| Employer contribution / active EE | $2,573 | $2,991-14.0% | $2,517+2.2% | $4,299-40.1% |
| Participant deferral / active EE | $7,357 | $4,809+53.0% | $4,155+77.1% | $6,507+13.1% |
| Admin fee / account holder | $22,142 | $8,563+158.6% | $7,231+206.2% | $12,624+75.4% |