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 | $77,299 | $109,413-29.4% | $156,263-50.5% | $84,808-8.9% |
| Participation rate | 62.5% | 72.7%-10.2pp | 78.9%-16.4pp | 68.3%-5.8pp |
| Annual return | 12.48% | 20.18%-7.7pp | 59.47%-47.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,919 | $2,907-34.0% | $4,333-55.7% | $2,631-27.1% |
| Participant deferral / active EE | $4,473 | $4,590-2.5% | $6,158-27.4% | $4,212+6.2% |
| Admin fee / account holder | $2,662 | $9,357-71.5% | $14,255-81.3% | $7,344-63.7% |