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 | $59,816 | $88,370-32.3% | $112,977-47.1% | $79,858-25.1% |
| Participation rate | 43.3% | 76.8%-33.5pp | 82.6%-39.2pp | 69.6%-26.3pp |
| Annual return | 11.30% | 23.16%-11.9pp | 24.24%-12.9pp | 31.71%-20.4pp |
| Employer contribution / active EE | $1,267 | $3,398-62.7% | $4,255-70.2% | $2,471-48.7% |
| Participant deferral / active EE | $1,889 | $4,536-58.4% | $5,836-67.6% | $3,740-49.5% |
| Admin fee / account holder | $1,827 | $5,750-68.2% | $6,294-71.0% | $5,306-65.6% |