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 | $39,884 | $53,053-24.8% | $126,539-68.5% | $74,304-46.3% |
| Participation rate | 50.8% | 48.0%+2.8pp | 69.8%-19.0pp | 60.3%-9.5pp |
| Annual return | 10.87% | 29.46%-18.6pp | 425.95%-415.1pp | 29.43%-18.6pp |
| Employer contribution / active EE | $1,644 | $1,168+40.8% | $3,674-55.3% | $2,241-26.6% |
| Participant deferral / active EE | $2,514 | $2,303+9.2% | $4,083-38.4% | $3,767-33.3% |
| Admin fee / account holder | $2,802 | $3,698-24.2% | $6,065-53.8% | $2,969-5.6% |