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 | $59,338 | $100,773-41.1% | $88,946-33.3% | $142,382-58.3% |
| Participation rate | 41.2% | 74.3%-33.1pp | 68.8%-27.7pp | 80.1%-38.9pp |
| Annual return | 7.20% | 70.18%-63.0pp | 57.82%-50.6pp | 217.08%-209.9pp |
| Employer contribution / active EE | $792 | $2,918-72.8% | $2,555-69.0% | $4,299-81.6% |
| Participant deferral / active EE | $3,056 | $5,230-41.6% | $4,581-33.3% | $6,507-53.0% |
| Admin fee / account holder | $2,741 | $9,693-71.7% | $8,261-66.8% | $12,624-78.3% |