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 | $55,421 | $73,933-25.0% | $96,683-42.7% | $75,163-26.3% |
| Participation rate | 51.6% | 66.4%-14.8pp | 74.3%-22.7pp | 67.2%-15.6pp |
| Annual return | 12.21% | 26.70%-14.5pp | 35.69%-23.5pp | 160.62%-148.4pp |
| Employer contribution / active EE | $2,462 | $2,928-15.9% | $3,737-34.1% | $2,670-7.8% |
| Participant deferral / active EE | $5,015 | $3,659+37.1% | $4,878+2.8% | $4,125+21.6% |
| Admin fee / account holder | $3,479 | $5,216-33.3% | $6,730-48.3% | $5,651-38.4% |