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 | $56,573 | $48,046+17.7% | $84,611-33.1% | $72,985-22.5% |
| Participation rate | 54.4% | 57.6%-3.1pp | 68.2%-13.8pp | 69.5%-15.0pp |
| Annual return | 6.58% | 37.38%-30.8pp | 258.74%-252.2pp | 81.00%-74.4pp |
| Employer contribution / active EE | $1,925 | $1,602+20.2% | $2,652-27.4% | $2,440-21.1% |
| Participant deferral / active EE | $3,950 | $2,680+47.4% | $3,899+1.3% | $3,607+9.5% |
| Admin fee / account holder | $6,080 | $3,395+79.1% | $4,912+23.8% | $5,124+18.7% |