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 | $47,991 | $72,277-33.6% | $101,248-52.6% | $79,858-39.9% |
| Participation rate | 59.0% | 68.5%-9.4pp | 75.8%-16.8pp | 69.6%-10.6pp |
| Annual return | 9.83% | 22.30%-12.5pp | 46.47%-36.6pp | 31.71%-21.9pp |
| Employer contribution / active EE | $3,292 | $2,692+22.3% | $3,660-10.0% | $2,471+33.3% |
| Participant deferral / active EE | $1,530 | $3,282-53.4% | $4,370-65.0% | $3,740-59.1% |
| Admin fee / account holder | $12,571 | $4,400+185.7% | $5,945+111.4% | $5,306+136.9% |