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 | $48,358 | $79,171-38.9% | $102,423-52.8% | $74,495-35.1% |
| Participation rate | 66.4% | 74.8%-8.4pp | 76.5%-10.1pp | 67.2%-0.8pp |
| Annual return | 10.54% | 54.93%-44.4pp | 29.32%-18.8pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $1,272 | $2,362-46.2% | $3,023-57.9% | $2,623-51.5% |
| Participant deferral / active EE | $3,233 | $4,415-26.8% | $5,053-36.0% | $4,346-25.6% |
| Admin fee / account holder | $1,078 | $2,001-46.1% | $9,451-88.6% | $1,942-44.5% |