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 | $52,399 | $98,652-46.9% | $142,942-63.3% | $82,448-36.4% |
| Participation rate | 62.0% | 72.8%-10.8pp | 76.8%-14.8pp | 68.1%-6.1pp |
| Annual return | 12.45% | 22.65%-10.2pp | 113.70%-101.2pp | 41.64%-29.2pp |
| Employer contribution / active EE | $527 | $3,211-83.6% | $4,139-87.3% | $2,551-79.3% |
| Participant deferral / active EE | $4,202 | $5,580-24.7% | $7,128-41.1% | $4,139+1.5% |
| Admin fee / account holder | $2,998 | $8,078-62.9% | $12,475-76.0% | $7,234-58.6% |