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 | $29,498 | $64,348-54.2% | $90,160-67.3% | $70,131-57.9% |
| Participation rate | 67.6% | 70.4%-2.8pp | 76.9%-9.2pp | 69.5%-1.9pp |
| Annual return | 13.64% | 28.13%-14.5pp | 34.88%-21.2pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,686 | $2,046-17.6% | $3,318-49.2% | $2,342-28.0% |
| Participant deferral / active EE | $3,323 | $4,389-24.3% | $5,288-37.1% | $3,332-0.2% |
| Admin fee / account holder | $889 | $3,944-77.5% | $5,943-85.0% | $4,645-80.9% |