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 | $58,376 | $99,652-41.4% | $78,778-25.9% | $147,584-60.4% |
| Participation rate | 63.6% | 76.2%-12.6pp | 69.2%-5.6pp | 82.8%-19.2pp |
| Annual return | 4.36% | 47.28%-42.9pp | 35.62%-31.3pp | 578.55%-574.2pp |
| Employer contribution / active EE | $1,025 | $2,796-63.3% | $1,986-48.4% | $4,876-79.0% |
| Participant deferral / active EE | $4,438 | $3,664+21.1% | $2,958+50.0% | $5,439-18.4% |
| Admin fee / account holder | $1,880 | $7,155-73.7% | $5,134-63.4% | $10,885-82.7% |