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 | $54,941 | $78,422-29.9% | $95,952-42.7% | $79,858-31.2% |
| Participation rate | 58.0% | 73.5%-15.5pp | 77.1%-19.1pp | 69.6%-11.6pp |
| Annual return | 2.63% | 19.37%-16.7pp | 91.61%-89.0pp | 31.71%-29.1pp |
| Employer contribution / active EE | $1,150 | $1,945-40.9% | $2,541-54.7% | $2,471-53.5% |
| Participant deferral / active EE | $3,367 | $3,440-2.1% | $4,167-19.2% | $3,740-10.0% |
| Admin fee / account holder | $8,764 | $5,622+55.9% | $6,795+29.0% | $5,306+65.2% |