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 | $52,221 | $65,365-20.1% | $92,893-43.8% | $72,985-28.4% |
| Participation rate | 66.7% | 68.3%-1.6pp | 76.0%-9.3pp | 69.5%-2.8pp |
| Annual return | 14.55% | 42.10%-27.6pp | 109.41%-94.9pp | 81.00%-66.5pp |
| Employer contribution / active EE | $673 | $2,594-74.1% | $3,653-81.6% | $2,440-72.4% |
| Participant deferral / active EE | $1,979 | $3,128-36.7% | $4,236-53.3% | $3,607-45.1% |
| Admin fee / account holder | $9,652 | $4,251+127.0% | $5,794+66.6% | $5,124+88.4% |