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 | $50,182 | $80,731-37.8% | $103,374-51.5% | $74,546-32.7% |
| Participation rate | 40.7% | 65.7%-25.0pp | 74.5%-33.8pp | 67.2%-26.5pp |
| Annual return | 10.68% | 27.56%-16.9pp | 24.89%-14.2pp | 1366.03%-1355.4pp |
| Employer contribution / active EE | $1,062 | $3,158-66.4% | $3,869-72.5% | $2,624-59.5% |
| Participant deferral / active EE | $2,294 | $3,860-40.6% | $5,058-54.6% | $4,347-47.2% |
| Admin fee / account holder | $2,931 | $2,369+23.8% | $8,394-65.1% | $1,944+50.8% |