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 | $43,114 | $80,717-46.6% | $154,803-72.1% | $84,808-49.2% |
| Participation rate | 64.5% | 66.8%-2.3pp | 78.1%-13.6pp | 68.3%-3.8pp |
| Annual return | 12.66% | 37.96%-25.3pp | 58.88%-46.2pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,505 | $2,761-45.5% | $4,305-65.1% | $2,631-42.8% |
| Participant deferral / active EE | $3,023 | $3,303-8.5% | $5,540-45.4% | $4,212-28.2% |
| Admin fee / account holder | $2,802 | $6,746-58.5% | $14,329-80.4% | $7,344-61.8% |