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 | $55,957 | $80,968-30.9% | $96,544-42.0% | $75,163-25.6% |
| Participation rate | 63.2% | 71.8%-8.6pp | 76.0%-12.8pp | 67.2%-4.0pp |
| Annual return | 8.73% | 27.06%-18.3pp | 25.84%-17.1pp | 160.62%-151.9pp |
| Employer contribution / active EE | $1,639 | $2,282-28.2% | $2,965-44.7% | $2,670-38.6% |
| Participant deferral / active EE | $2,254 | $3,928-42.6% | $4,851-53.5% | $4,125-45.4% |
| Admin fee / account holder | $6,882 | $6,724+2.3% | $8,252-16.6% | $5,651+21.8% |