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 | $75,281 | $124,281-39.4% | $109,143-31.0% | $167,490-55.1% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 5.54% | 26.04%-20.5pp | 25.75%-20.2pp | 478.56%-473.0pp |
| Employer contribution / active EE | $1,346 | $4,207-68.0% | $3,722-63.8% | $4,837-72.2% |
| Participant deferral / active EE | $4,887 | $5,255-7.0% | $4,653+5.0% | $6,341-22.9% |
| Admin fee / account holder | $433 | $7,970-94.6% | $6,752-93.6% | $12,309-96.5% |