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 | $82,692 | $95,416-13.3% | $185,823-55.5% | $85,850-3.7% |
| Participation rate | 24.1% | 68.8%-44.7pp | 81.7%-57.6pp | 69.3%-45.2pp |
| Annual return | 8.76% | 23.59%-14.8pp | 122.05%-113.3pp | 318.53%-309.8pp |
| Employer contribution / active EE | $498 | $3,314-85.0% | $5,167-90.4% | $2,565-80.6% |
| Participant deferral / active EE | $1,229 | $3,423-64.1% | $5,568-77.9% | $3,952-68.9% |
| Admin fee / account holder | $11,864 | $7,213+64.5% | $16,237-26.9% | $6,260+89.5% |