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 | $63,841 | $80,717-20.9% | $154,803-58.8% | $84,808-24.7% |
| Participation rate | 64.3% | 66.8%-2.5pp | 78.1%-13.8pp | 68.3%-4.0pp |
| Annual return | 13.09% | 37.96%-24.9pp | 58.88%-45.8pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,476 | $2,761-46.6% | $4,305-65.7% | $2,631-43.9% |
| Participant deferral / active EE | $3,769 | $3,303+14.1% | $5,540-32.0% | $4,212-10.5% |
| Admin fee / account holder | $1,337 | $6,746-80.2% | $14,329-90.7% | $7,344-81.8% |