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 | $47,408 | $93,571-49.3% | $135,903-65.1% | $75,163-36.9% |
| Participation rate | 61.1% | 75.2%-14.1pp | 81.9%-20.8pp | 67.2%-6.1pp |
| Annual return | 14.51% | 30.90%-16.4pp | 68.23%-53.7pp | 160.62%-146.1pp |
| Employer contribution / active EE | $2,172 | $3,537-38.6% | $4,856-55.3% | $2,670-18.6% |
| Participant deferral / active EE | $6,221 | $6,404-2.9% | $7,758-19.8% | $4,125+50.8% |
| Admin fee / account holder | $13,116 | $6,975+88.0% | $10,762+21.9% | $5,651+132.1% |