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 | $50,772 | $78,672-35.5% | $109,143-53.5% | $85,850-40.9% |
| Participation rate | 62.5% | 68.3%-5.8pp | 75.9%-13.4pp | 69.3%-6.8pp |
| Annual return | 8.96% | 25.09%-16.1pp | 25.75%-16.8pp | 318.53%-309.6pp |
| Employer contribution / active EE | $1,673 | $2,735-38.8% | $3,722-55.0% | $2,565-34.8% |
| Participant deferral / active EE | $2,404 | $3,467-30.7% | $4,653-48.3% | $3,952-39.2% |
| Admin fee / account holder | $9,313 | $5,469+70.3% | $6,752+37.9% | $6,260+48.8% |