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 | $69,075 | $106,749-35.3% | $145,433-52.5% | $82,448-16.2% |
| Participation rate | 56.3% | 75.6%-19.4pp | 82.1%-25.9pp | 68.1%-11.8pp |
| Annual return | 14.14% | 27.59%-13.5pp | 66.58%-52.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $936 | $3,444-72.8% | $4,554-79.5% | $2,551-63.3% |
| Participant deferral / active EE | $2,857 | $6,519-56.2% | $7,897-63.8% | $4,139-31.0% |
| Admin fee / account holder | $2,619 | $8,390-68.8% | $13,129-80.1% | $7,234-63.8% |