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 | $59,726 | $95,453-37.4% | $112,040-46.7% | $82,448-27.6% |
| Participation rate | 56.3% | 72.8%-16.5pp | 76.5%-20.2pp | 68.1%-11.8pp |
| Annual return | 11.16% | 23.92%-12.8pp | 24.52%-13.4pp | 41.64%-30.5pp |
| Employer contribution / active EE | $1,245 | $2,318-46.3% | $2,954-57.9% | $2,551-51.2% |
| Participant deferral / active EE | $3,092 | $4,224-26.8% | $5,098-39.4% | $4,139-25.3% |
| Admin fee / account holder | $3,066 | $9,013-66.0% | $12,098-74.7% | $7,234-57.6% |