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 | $72,077 | $117,983-38.9% | $101,794-29.2% | $142,382-49.4% |
| Participation rate | 45.5% | 74.2%-28.8pp | 69.2%-23.7pp | 80.1%-34.7pp |
| Annual return | 3.36% | 36.92%-33.6pp | 30.53%-27.2pp | 217.08%-213.7pp |
| Employer contribution / active EE | $2,067 | $2,773-25.5% | $2,289-9.7% | $4,299-51.9% |
| Participant deferral / active EE | $3,072 | $4,714-34.8% | $4,084-24.8% | $6,507-52.8% |
| Admin fee / account holder | $5,142 | $10,433-50.7% | $8,777-41.4% | $12,624-59.3% |