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 | $75,471 | $80,717-6.5% | $154,803-51.2% | $84,808-11.0% |
| Participation rate | 6.3% | 66.8%-60.5pp | 78.1%-71.8pp | 68.3%-62.0pp |
| Annual return | 12.21% | 37.96%-25.8pp | 58.88%-46.7pp | 40.90%-28.7pp |
| Employer contribution / active EE | $880 | $2,761-68.1% | $4,305-79.6% | $2,631-66.5% |
| Participant deferral / active EE | $1,695 | $3,303-48.7% | $5,540-69.4% | $4,212-59.7% |
| Admin fee / account holder | $4,708 | $6,746-30.2% | $14,329-67.1% | $7,344-35.9% |