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 | $52,775 | $58,927-10.4% | $76,817-31.3% | $72,985-27.7% |
| Participation rate | 60.0% | 67.3%-7.3pp | 72.1%-12.1pp | 69.5%-9.5pp |
| Annual return | 11.48% | 2305.64%-2294.2pp | 1166.11%-1154.6pp | 81.00%-69.5pp |
| Employer contribution / active EE | $2,345 | $1,787+31.3% | $2,302+1.9% | $2,440-3.9% |
| Participant deferral / active EE | $2,365 | $2,690-12.1% | $3,336-29.1% | $3,607-34.4% |
| Admin fee / account holder | $7,969 | $4,013+98.6% | $6,420+24.1% | $5,124+55.5% |