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 | $23,189 | $157,256-85.3% | $141,162-83.6% | $152,861-84.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 14.53% | 64.32%-49.8pp | 71.39%-56.9pp | 345.32%-330.8pp |
| Employer contribution / active EE | $1,380 | $5,261-73.8% | $4,735-70.8% | $4,762-71.0% |
| Participant deferral / active EE | $2,929 | $7,109-58.8% | $6,709-56.3% | $5,850-49.9% |
| Admin fee / account holder | $1,078 | $12,120-91.1% | $10,261-89.5% | $11,596-90.7% |