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 | $82,362 | $99,985-17.6% | $146,665-43.8% | $85,850-4.1% |
| Participation rate | 63.3% | 73.1%-9.7pp | 80.1%-16.7pp | 69.3%-6.0pp |
| Annual return | 9.19% | 18.93%-9.7pp | 22.74%-13.6pp | 318.53%-309.3pp |
| Employer contribution / active EE | $1,414 | $2,559-44.7% | $4,136-65.8% | $2,565-44.9% |
| Participant deferral / active EE | $1,903 | $4,006-52.5% | $5,506-65.4% | $3,952-51.8% |
| Admin fee / account holder | $2,188 | $7,702-71.6% | $10,280-78.7% | $6,260-65.1% |