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 | $45,897 | $101,724-54.9% | $164,813-72.2% | $80,856-43.2% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-11.9pp | 67.6%-1.0pp |
| Annual return | 8.08% | 16.72%-8.6pp | 69.93%-61.8pp | 35.59%-27.5pp |
| Employer contribution / active EE | $1,089 | $2,953-63.1% | $4,341-74.9% | $2,755-60.5% |
| Participant deferral / active EE | $2,577 | $4,477-42.4% | $6,031-57.3% | $4,296-40.0% |
| Admin fee / account holder | $3,365 | $8,227-59.1% | $12,690-73.5% | $6,918-51.4% |