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 | $57,702 | $85,202-32.3% | $172,739-66.6% | $72,985-20.9% |
| Participation rate | 64.3% | 70.1%-5.8pp | 82.6%-18.4pp | 69.5%-5.2pp |
| Annual return | 12.65% | 27.32%-14.7pp | 802.84%-790.2pp | 81.00%-68.4pp |
| Employer contribution / active EE | $1,318 | $3,324-60.3% | $5,143-74.4% | $2,440-46.0% |
| Participant deferral / active EE | $1,386 | $3,260-57.5% | $5,198-73.3% | $3,607-61.6% |
| Admin fee / account holder | $1,112 | $5,884-81.1% | $13,954-92.0% | $5,124-78.3% |