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 | $63,593 | $79,449-20.0% | $189,557-66.5% | $85,850-25.9% |
| Participation rate | 46.4% | 66.0%-19.6pp | 78.4%-32.0pp | 69.3%-22.9pp |
| Annual return | 11.38% | 18.45%-7.1pp | 64.17%-52.8pp | 318.53%-307.2pp |
| Employer contribution / active EE | $1,634 | $2,081-21.5% | $4,412-63.0% | $2,565-36.3% |
| Participant deferral / active EE | $3,698 | $4,051-8.7% | $6,174-40.1% | $3,952-6.4% |
| Admin fee / account holder | $7,705 | $5,377+43.3% | $9,807-21.4% | $6,260+23.1% |