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 | $47,442 | $98,750-52.0% | $149,696-68.3% | $79,858-40.6% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 10.25% | 27.43%-17.2pp | 276.60%-266.4pp | 31.71%-21.5pp |
| Employer contribution / active EE | $2,309 | $3,216-28.2% | $4,644-50.3% | $2,471-6.6% |
| Participant deferral / active EE | $4,617 | $5,680-18.7% | $6,842-32.5% | $3,740+23.4% |
| Admin fee / account holder | $9,601 | $6,053+58.6% | $9,309+3.1% | $5,306+80.9% |