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 | $49,871 | $77,314-35.5% | $177,989-72.0% | $80,856-38.3% |
| Participation rate | 62.1% | 65.7%-3.6pp | 77.1%-15.0pp | 67.6%-5.6pp |
| Annual return | 7.93% | 18.09%-10.2pp | 294.48%-286.6pp | 35.59%-27.7pp |
| Employer contribution / active EE | $2,728 | $2,292+19.0% | $3,949-30.9% | $2,755-1.0% |
| Participant deferral / active EE | $4,093 | $4,411-7.2% | $6,276-34.8% | $4,296-4.7% |
| Admin fee / account holder | $2,387 | $7,191-66.8% | $10,363-77.0% | $6,918-65.5% |