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 | $36,596 | $84,233-56.6% | $170,442-78.5% | $70,131-47.8% |
| Participation rate | 67.5% | 70.8%-3.3pp | 83.6%-16.1pp | 69.5%-2.0pp |
| Annual return | 11.27% | 23.06%-11.8pp | 205.93%-194.7pp | 73.14%-61.9pp |
| Employer contribution / active EE | $1,500 | $3,387-55.7% | $5,433-72.4% | $2,342-36.0% |
| Participant deferral / active EE | $1,381 | $3,086-55.3% | $4,939-72.0% | $3,332-58.6% |
| Admin fee / account holder | $5,619 | $5,698-1.4% | $13,880-59.5% | $4,645+21.0% |