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 | $56,419 | $78,672-28.3% | $109,143-48.3% | $85,850-34.3% |
| Participation rate | 51.4% | 68.3%-16.8pp | 75.9%-24.4pp | 69.3%-17.9pp |
| Annual return | 10.93% | 25.09%-14.2pp | 25.75%-14.8pp | 318.53%-307.6pp |
| Employer contribution / active EE | $1,466 | $2,735-46.4% | $3,722-60.6% | $2,565-42.8% |
| Participant deferral / active EE | $3,001 | $3,467-13.4% | $4,653-35.5% | $3,952-24.0% |
| Admin fee / account holder | $1,249 | $5,469-77.2% | $6,752-81.5% | $6,260-80.0% |