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 | $66,613 | $79,449-16.2% | $189,557-64.9% | $85,850-22.4% |
| Participation rate | 61.1% | 66.0%-4.9pp | 78.4%-17.3pp | 69.3%-8.2pp |
| Annual return | 11.22% | 18.45%-7.2pp | 64.17%-52.9pp | 318.53%-307.3pp |
| Employer contribution / active EE | $1,754 | $2,081-15.7% | $4,412-60.2% | $2,565-31.6% |
| Participant deferral / active EE | $3,102 | $4,051-23.4% | $6,174-49.8% | $3,952-21.5% |
| Admin fee / account holder | $3,797 | $5,377-29.4% | $9,807-61.3% | $6,260-39.3% |