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 | $30,008 | $105,126-71.5% | $94,646-68.3% | $139,434-78.5% |
| Participation rate | 30.0% | 82.4%-52.4pp | 80.8%-50.8pp | 80.3%-50.3pp |
| Annual return | 10.69% | 38.03%-27.3pp | 156.71%-146.0pp | 372.94%-362.3pp |
| Employer contribution / active EE | $1,096 | $4,106-73.3% | $3,672-70.2% | $4,751-76.9% |
| Participant deferral / active EE | $3,320 | $7,599-56.3% | $7,418-55.2% | $6,710-50.5% |
| Admin fee / account holder | $5,350 | $8,984-40.4% | $7,231-26.0% | $11,403-53.1% |