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 | $42,674 | $80,968-47.3% | $96,544-55.8% | $75,163-43.2% |
| Participation rate | 59.5% | 71.8%-12.3pp | 76.0%-16.5pp | 67.2%-7.7pp |
| Annual return | 11.25% | 27.06%-15.8pp | 25.84%-14.6pp | 160.62%-149.4pp |
| Employer contribution / active EE | $1,037 | $2,282-54.6% | $2,965-65.0% | $2,670-61.2% |
| Participant deferral / active EE | $2,110 | $3,928-46.3% | $4,851-56.5% | $4,125-48.8% |
| Admin fee / account holder | $7,475 | $6,724+11.2% | $8,252-9.4% | $5,651+32.3% |