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 | $60,011 | $76,407-21.5% | $150,298-60.1% | $82,448-27.2% |
| Participation rate | 58.9% | 66.4%-7.5pp | 77.8%-18.8pp | 68.1%-9.1pp |
| Annual return | 13.00% | 39.99%-27.0pp | 62.79%-49.8pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,405 | $2,614-46.3% | $4,154-66.2% | $2,551-44.9% |
| Participant deferral / active EE | $2,381 | $3,214-25.9% | $5,453-56.3% | $4,139-42.5% |
| Admin fee / account holder | $5,130 | $6,352-19.2% | $14,116-63.7% | $7,234-29.1% |