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 | $58,171 | $99,985-41.8% | $146,665-60.3% | $85,850-32.2% |
| Participation rate | 63.6% | 73.1%-9.4pp | 80.1%-16.4pp | 69.3%-5.7pp |
| Annual return | 5.38% | 18.93%-13.6pp | 22.74%-17.4pp | 318.53%-313.2pp |
| Employer contribution / active EE | $1,438 | $2,559-43.8% | $4,136-65.2% | $2,565-43.9% |
| Participant deferral / active EE | $2,168 | $4,006-45.9% | $5,506-60.6% | $3,952-45.1% |
| Admin fee / account holder | $7,517 | $7,702-2.4% | $10,280-26.9% | $6,260+20.1% |