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 | $65,215 | $89,753-27.3% | $107,525-39.3% | $84,808-23.1% |
| Participation rate | 51.9% | 68.1%-16.2pp | 75.1%-23.2pp | 68.3%-16.5pp |
| Annual return | 3.60% | 29.48%-25.9pp | 181.32%-177.7pp | 40.90%-37.3pp |
| Employer contribution / active EE | $2,817 | $3,113-9.5% | $3,754-25.0% | $2,631+7.1% |
| Participant deferral / active EE | $4,735 | $4,056+16.7% | $5,116-7.4% | $4,212+12.4% |
| Admin fee / account holder | $5,947 | $7,222-17.7% | $8,919-33.3% | $7,344-19.0% |