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 | $26,081 | $63,346-58.8% | $92,233-71.7% | $70,131-62.8% |
| Participation rate | 66.7% | 68.7%-2.0pp | 76.5%-9.8pp | 69.5%-2.9pp |
| Annual return | 10.50% | 530.12%-519.6pp | 176.28%-165.8pp | 73.14%-62.6pp |
| Employer contribution / active EE | $1,527 | $2,471-38.2% | $3,679-58.5% | $2,342-34.8% |
| Participant deferral / active EE | $3,197 | $2,854+12.0% | $3,897-17.9% | $3,332-4.0% |
| Admin fee / account holder | $341 | $3,840-91.1% | $5,194-93.4% | $4,645-92.7% |