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 | $37,003 | $103,376-64.2% | $87,100-57.5% | $152,861-75.8% |
| Participation rate | 65.0% | 79.3%-14.3pp | 76.9%-11.9pp | 82.4%-17.4pp |
| Annual return | 3.08% | 28.10%-25.0pp | 28.19%-25.1pp | 345.32%-342.2pp |
| Employer contribution / active EE | $1,063 | $3,220-67.0% | $2,521-57.9% | $4,762-77.7% |
| Participant deferral / active EE | $1,867 | $4,778-60.9% | $4,049-53.9% | $5,850-68.1% |
| Admin fee / account holder | $696 | $12,205-94.3% | $7,497-90.7% | $11,596-94.0% |