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 | $65,050 | $175,202-62.9% | $149,673-56.5% | $139,434-53.3% |
| Participation rate | 58.3% | 83.4%-25.0pp | 78.8%-20.4pp | 80.3%-22.0pp |
| Annual return | 10.06% | 166.71%-156.6pp | 134.42%-124.4pp | 372.94%-362.9pp |
| Employer contribution / active EE | $1,651 | $5,474-69.8% | $4,818-65.7% | $4,751-65.2% |
| Participant deferral / active EE | $7,644 | $6,519+17.3% | $5,680+34.6% | $6,710+13.9% |
| Admin fee / account holder | $586 | $16,150-96.4% | $13,210-95.6% | $11,403-94.9% |