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 | $65,705 | $88,672-25.9% | $105,223-37.6% | $82,448-20.3% |
| Participation rate | 58.8% | 67.9%-9.1pp | 75.0%-16.2pp | 68.1%-9.2pp |
| Annual return | 11.58% | 30.86%-19.3pp | 180.65%-169.1pp | 41.64%-30.1pp |
| Employer contribution / active EE | $906 | $3,048-70.3% | $3,689-75.4% | $2,551-64.5% |
| Participant deferral / active EE | $1,988 | $4,036-50.7% | $5,072-60.8% | $4,139-52.0% |
| Admin fee / account holder | $693 | $7,146-90.3% | $8,859-92.2% | $7,234-90.4% |