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 | $57,413 | $65,365-12.2% | $92,893-38.2% | $72,985-21.3% |
| Participation rate | 36.4% | 68.3%-31.9pp | 76.0%-39.6pp | 69.5%-33.1pp |
| Annual return | 12.79% | 42.10%-29.3pp | 109.41%-96.6pp | 81.00%-68.2pp |
| Employer contribution / active EE | $1,017 | $2,594-60.8% | $3,653-72.2% | $2,440-58.3% |
| Participant deferral / active EE | $3,177 | $3,128+1.6% | $4,236-25.0% | $3,607-11.9% |
| Admin fee / account holder | $2,659 | $4,251-37.5% | $5,794-54.1% | $5,124-48.1% |