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 | $67,742 | $124,281-45.5% | $109,143-37.9% | $167,490-59.6% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 6.34% | 26.04%-19.7pp | 25.75%-19.4pp | 478.56%-472.2pp |
| Employer contribution / active EE | $1,203 | $4,207-71.4% | $3,722-67.7% | $4,837-75.1% |
| Participant deferral / active EE | $1,580 | $5,255-69.9% | $4,653-66.0% | $6,341-75.1% |
| Admin fee / account holder | $742 | $7,970-90.7% | $6,752-89.0% | $12,309-94.0% |