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 | $54,775 | $95,416-42.6% | $185,823-70.5% | $85,850-36.2% |
| Participation rate | 43.3% | 68.8%-25.4pp | 81.7%-38.4pp | 69.3%-26.0pp |
| Annual return | 7.01% | 23.59%-16.6pp | 122.05%-115.0pp | 318.53%-311.5pp |
| Employer contribution / active EE | $1,394 | $3,314-57.9% | $5,167-73.0% | $2,565-45.6% |
| Participant deferral / active EE | $3,317 | $3,423-3.1% | $5,568-40.4% | $3,952-16.1% |
| Admin fee / account holder | $3,639 | $7,213-49.5% | $16,237-77.6% | $6,260-41.9% |