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 | $87,615 | $93,571-6.4% | $135,903-35.5% | $75,163+16.6% |
| Participation rate | 50.8% | 75.2%-24.4pp | 81.9%-31.1pp | 67.2%-16.4pp |
| Annual return | 14.75% | 30.90%-16.2pp | 68.23%-53.5pp | 160.62%-145.9pp |
| Employer contribution / active EE | $1,303 | $3,537-63.2% | $4,856-73.2% | $2,670-51.2% |
| Participant deferral / active EE | $2,704 | $6,404-57.8% | $7,758-65.1% | $4,125-34.5% |
| Admin fee / account holder | $2,829 | $6,975-59.4% | $10,762-73.7% | $5,651-49.9% |