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 | $52,750 | $138,347-61.9% | $184,203-71.4% | $80,856-34.8% |
| Participation rate | 65.6% | 83.9%-18.2pp | 86.8%-21.2pp | 67.6%-2.0pp |
| Annual return | 8.16% | 20.02%-11.9pp | 28.81%-20.7pp | 35.59%-27.4pp |
| Employer contribution / active EE | $1,851 | $4,850-61.8% | $6,427-71.2% | $2,755-32.8% |
| Participant deferral / active EE | $3,483 | $7,071-50.7% | $9,131-61.9% | $4,296-18.9% |
| Admin fee / account holder | $1,765 | $10,483-83.2% | $13,901-87.3% | $6,918-74.5% |