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 | $46,292 | $106,749-56.6% | $145,433-68.2% | $82,448-43.9% |
| Participation rate | 68.3% | 75.6%-7.4pp | 82.1%-13.8pp | 68.1%+0.2pp |
| Annual return | 11.80% | 27.59%-15.8pp | 66.58%-54.8pp | 41.64%-29.8pp |
| Employer contribution / active EE | $3,298 | $3,444-4.3% | $4,554-27.6% | $2,551+29.3% |
| Participant deferral / active EE | $7,957 | $6,519+22.1% | $7,897+0.8% | $4,139+92.2% |
| Admin fee / account holder | $17,152 | $8,390+104.4% | $13,129+30.6% | $7,234+137.1% |