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 | $42,529 | $57,541-26.1% | $95,745-55.6% | $75,163-43.4% |
| Participation rate | 60.7% | 62.5%-1.8pp | 72.3%-11.5pp | 67.2%-6.5pp |
| Annual return | 13.14% | 34.93%-21.8pp | 28.35%-15.2pp | 160.62%-147.5pp |
| Employer contribution / active EE | $2,125 | $1,808+17.6% | $2,835-25.0% | $2,670-20.4% |
| Participant deferral / active EE | $3,569 | $3,074+16.1% | $4,245-15.9% | $4,125-13.5% |
| Admin fee / account holder | $12,643 | $4,099+208.5% | $5,678+122.7% | $5,651+123.7% |