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 | $62,275 | $80,717-22.8% | $154,803-59.8% | $84,808-26.6% |
| Participation rate | 67.2% | 66.8%+0.4pp | 78.1%-10.9pp | 68.3%-1.1pp |
| Annual return | 12.83% | 37.96%-25.1pp | 58.88%-46.1pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,174 | $2,761-21.3% | $4,305-49.5% | $2,631-17.4% |
| Participant deferral / active EE | $1,354 | $3,303-59.0% | $5,540-75.6% | $4,212-67.9% |
| Admin fee / account holder | $5,466 | $6,746-19.0% | $14,329-61.9% | $7,344-25.6% |