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 | $79,318 | $210,408-62.3% | $153,485-48.3% | $145,922-45.6% |
| Participation rate | 33.3% | 82.1%-48.8pp | 77.1%-43.7pp | 80.3%-46.9pp |
| Annual return | 4.48% | 13.37%-8.9pp | 15.65%-11.2pp | 561.29%-556.8pp |
| Employer contribution / active EE | $1,376 | $6,048-77.3% | $5,039-72.7% | $4,660-70.5% |
| Participant deferral / active EE | $3,349 | $7,975-58.0% | $6,757-50.4% | $6,688-49.9% |
| Admin fee / account holder | $804 | $19,419-95.9% | $12,724-93.7% | $13,397-94.0% |