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 | $57,709 | $149,734-61.5% | $118,925-51.5% | $158,922-63.7% |
| Participation rate | 69.2% | 82.1%-12.8pp | 75.4%-6.2pp | 82.0%-12.7pp |
| Annual return | 4.32% | 19.95%-15.6pp | 35.88%-31.6pp | 302.83%-298.5pp |
| Employer contribution / active EE | $1,511 | $4,115-63.3% | $3,263-53.7% | $4,761-68.3% |
| Participant deferral / active EE | $2,534 | $5,223-51.5% | $4,265-40.6% | $5,982-57.6% |
| Admin fee / account holder | $10,211 | $8,603+18.7% | $6,581+55.2% | $11,246-9.2% |