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 | $48,634 | $93,571-48.0% | $135,903-64.2% | $75,163-35.3% |
| Participation rate | 64.6% | 75.2%-10.6pp | 81.9%-17.3pp | 67.2%-2.6pp |
| Annual return | 14.91% | 30.90%-16.0pp | 68.23%-53.3pp | 160.62%-145.7pp |
| Employer contribution / active EE | $2,427 | $3,537-31.4% | $4,856-50.0% | $2,670-9.1% |
| Participant deferral / active EE | $3,623 | $6,404-43.4% | $7,758-53.3% | $4,125-12.2% |
| Admin fee / account holder | $19,231 | $6,975+175.7% | $10,762+78.7% | $5,651+240.3% |