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 | $55,592 | $73,933-24.8% | $96,683-42.5% | $75,163-26.0% |
| Participation rate | 64.3% | 66.4%-2.1pp | 74.3%-10.1pp | 67.2%-2.9pp |
| Annual return | 12.97% | 26.70%-13.7pp | 35.69%-22.7pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,582 | $2,928-46.0% | $3,737-57.7% | $2,670-40.7% |
| Participant deferral / active EE | $2,526 | $3,659-31.0% | $4,878-48.2% | $4,125-38.8% |
| Admin fee / account holder | $4,996 | $5,216-4.2% | $6,730-25.8% | $5,651-11.6% |