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 | $45,176 | $89,753-49.7% | $107,525-58.0% | $84,808-46.7% |
| Participation rate | 51.8% | 68.1%-16.3pp | 75.1%-23.3pp | 68.3%-16.5pp |
| Annual return | 10.63% | 29.48%-18.8pp | 181.32%-170.7pp | 40.90%-30.3pp |
| Employer contribution / active EE | $1,233 | $3,113-60.4% | $3,754-67.1% | $2,631-53.1% |
| Participant deferral / active EE | $3,281 | $4,056-19.1% | $5,116-35.9% | $4,212-22.1% |
| Admin fee / account holder | $5,100 | $7,222-29.4% | $8,919-42.8% | $7,344-30.5% |