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 | $52,309 | $106,749-51.0% | $145,433-64.0% | $82,448-36.6% |
| Participation rate | 68.3% | 75.6%-7.4pp | 82.1%-13.8pp | 68.1%+0.2pp |
| Annual return | 13.77% | 27.59%-13.8pp | 66.58%-52.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,622 | $3,444-52.9% | $4,554-64.4% | $2,551-36.4% |
| Participant deferral / active EE | $3,995 | $6,519-38.7% | $7,897-49.4% | $4,139-3.5% |
| Admin fee / account holder | $596 | $8,390-92.9% | $13,129-95.5% | $7,234-91.8% |