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 | $43,783 | $77,503-43.5% | $100,391-56.4% | $80,856-45.9% |
| Participation rate | 58.5% | 76.9%-18.4pp | 81.5%-22.9pp | 67.6%-9.1pp |
| Annual return | 12.09% | 37.20%-25.1pp | 49.20%-37.1pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,272 | $2,801-18.9% | $3,942-42.4% | $2,755-17.5% |
| Participant deferral / active EE | $3,513 | $6,820-48.5% | $8,082-56.5% | $4,296-18.2% |
| Admin fee / account holder | $3,549 | $5,897-39.8% | $7,899-55.1% | $6,918-48.7% |