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 | $15,443 | $80,717-80.9% | $154,803-90.0% | $84,808-81.8% |
| Participation rate | 47.2% | 66.8%-19.6pp | 78.1%-30.8pp | 68.3%-21.1pp |
| Annual return | 11.19% | 37.96%-26.8pp | 58.88%-47.7pp | 40.90%-29.7pp |
| Employer contribution / active EE | $1,105 | $2,761-60.0% | $4,305-74.3% | $2,631-58.0% |
| Participant deferral / active EE | $1,265 | $3,303-61.7% | $5,540-77.2% | $4,212-70.0% |
| Admin fee / account holder | $3,079 | $6,746-54.4% | $14,329-78.5% | $7,344-58.1% |