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 | $71,461 | $81,460-12.3% | $103,333-30.8% | $80,856-11.6% |
| Participation rate | 52.0% | 66.8%-14.8pp | 74.5%-22.5pp | 67.6%-15.6pp |
| Annual return | 10.12% | 25.55%-15.4pp | 24.88%-14.8pp | 35.59%-25.5pp |
| Employer contribution / active EE | $2,217 | $3,105-28.6% | $3,868-42.7% | $2,755-19.5% |
| Participant deferral / active EE | $4,679 | $3,869+20.9% | $5,057-7.5% | $4,296+8.9% |
| Admin fee / account holder | $7,502 | $6,566+14.2% | $8,355-10.2% | $6,918+8.4% |