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 | $42,534 | $98,750-56.9% | $149,696-71.6% | $79,858-46.7% |
| Participation rate | 61.8% | 75.8%-14.0pp | 82.5%-20.7pp | 69.6%-7.9pp |
| Annual return | 4.52% | 27.43%-22.9pp | 276.60%-272.1pp | 31.71%-27.2pp |
| Employer contribution / active EE | $1,379 | $3,216-57.1% | $4,644-70.3% | $2,471-44.2% |
| Participant deferral / active EE | $3,773 | $5,680-33.6% | $6,842-44.9% | $3,740+0.9% |
| Admin fee / account holder | $8,986 | $6,053+48.5% | $9,309-3.5% | $5,306+69.3% |