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 | $69,114 | $76,367-9.5% | $93,606-26.2% | $72,985-5.3% |
| Participation rate | 66.7% | 71.7%-5.1pp | 75.8%-9.2pp | 69.5%-2.8pp |
| Annual return | 15.37% | 25.82%-10.4pp | 32.76%-17.4pp | 81.00%-65.6pp |
| Employer contribution / active EE | $1,555 | $2,275-31.7% | $2,718-42.8% | $2,440-36.3% |
| Participant deferral / active EE | $3,310 | $3,538-6.4% | $4,069-18.6% | $3,607-8.2% |
| Admin fee / account holder | $4,416 | $6,838-35.4% | $7,888-44.0% | $5,124-13.8% |