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 | $71,351 | $127,065-43.8% | $113,168-37.0% | $142,382-49.9% |
| Participation rate | 61.5% | 79.2%-17.7pp | 76.6%-15.0pp | 80.1%-18.6pp |
| Annual return | 5.74% | 24.03%-18.3pp | 24.27%-18.5pp | 217.08%-211.3pp |
| Employer contribution / active EE | $1,258 | $3,442-63.4% | $2,975-57.7% | $4,299-70.7% |
| Participant deferral / active EE | $2,643 | $5,716-53.8% | $5,107-48.2% | $6,507-59.4% |
| Admin fee / account holder | $12,208 | $15,736-22.4% | $12,068+1.2% | $12,624-3.3% |