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 | $59,781 | $70,669-15.4% | $169,368-64.7% | $75,163-20.5% |
| Participation rate | 55.6% | 64.8%-9.2pp | 77.1%-21.6pp | 67.2%-11.6pp |
| Annual return | 13.86% | 36.36%-22.5pp | 405.60%-391.7pp | 160.62%-146.8pp |
| Employer contribution / active EE | $2,104 | $2,211-4.8% | $4,013-47.6% | $2,670-21.2% |
| Participant deferral / active EE | $4,666 | $4,311+8.3% | $6,221-25.0% | $4,125+13.1% |
| Admin fee / account holder | $4,442 | $5,402-17.8% | $9,003-50.7% | $5,651-21.4% |