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 | $35,692 | $105,181-66.1% | $159,436-77.6% | $85,850-58.4% |
| Participation rate | 59.0% | 75.8%-16.8pp | 82.8%-23.8pp | 69.3%-10.3pp |
| Annual return | 10.32% | 45.07%-34.8pp | 263.57%-253.3pp | 318.53%-308.2pp |
| Employer contribution / active EE | $1,501 | $3,318-54.8% | $4,829-68.9% | $2,565-41.5% |
| Participant deferral / active EE | $2,799 | $5,945-52.9% | $7,352-61.9% | $3,952-29.2% |
| Admin fee / account holder | $3,480 | $6,933-49.8% | $10,799-67.8% | $6,260-44.4% |