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 | $63,155 | $114,381-44.8% | $107,525-41.3% | $142,382-55.6% |
| Participation rate | 47.4% | 78.1%-30.8pp | 75.1%-27.7pp | 80.1%-32.8pp |
| Annual return | 11.57% | 242.71%-231.1pp | 181.32%-169.7pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,300 | $4,015-67.6% | $3,754-65.4% | $4,299-69.8% |
| Participant deferral / active EE | $2,910 | $5,564-47.7% | $5,116-43.1% | $6,507-55.3% |
| Admin fee / account holder | $978 | $9,860-90.1% | $8,919-89.0% | $12,624-92.3% |