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 | $44,901 | $75,963-40.9% | $97,995-54.2% | $70,131-36.0% |
| Participation rate | 58.5% | 77.0%-18.4pp | 82.4%-23.8pp | 69.5%-11.0pp |
| Annual return | 11.79% | 19.26%-7.5pp | 23.94%-12.2pp | 73.14%-61.4pp |
| Employer contribution / active EE | $1,068 | $3,278-67.4% | $4,158-74.3% | $2,342-54.4% |
| Participant deferral / active EE | $2,465 | $4,053-39.2% | $5,097-51.6% | $3,332-26.0% |
| Admin fee / account holder | $8,546 | $5,407+58.1% | $5,943+43.8% | $4,645+84.0% |