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 | $23,465 | $110,261-78.7% | $95,745-75.5% | $139,434-83.2% |
| Participation rate | 57.1% | 75.8%-18.6pp | 72.3%-15.1pp | 80.3%-23.2pp |
| Annual return | 4.25% | 27.11%-22.9pp | 28.35%-24.1pp | 372.94%-368.7pp |
| Employer contribution / active EE | $1,222 | $3,257-62.5% | $2,835-56.9% | $4,751-74.3% |
| Participant deferral / active EE | $2,093 | $4,676-55.2% | $4,245-50.7% | $6,710-68.8% |
| Admin fee / account holder | $629 | $6,613-90.5% | $5,678-88.9% | $11,403-94.5% |