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 | $50,997 | $72,492-29.7% | $87,100-41.5% | $72,985-30.1% |
| Participation rate | 58.1% | 72.8%-14.7pp | 76.9%-18.8pp | 69.5%-11.4pp |
| Annual return | 12.87% | 24.46%-11.6pp | 28.19%-15.3pp | 81.00%-68.1pp |
| Employer contribution / active EE | $2,043 | $1,894+7.9% | $2,521-19.0% | $2,440-16.3% |
| Participant deferral / active EE | $4,727 | $3,270+44.6% | $4,049+16.7% | $3,607+31.0% |
| Admin fee / account holder | $1,269 | $5,055-74.9% | $7,497-83.1% | $5,124-75.2% |