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 | $56,835 | $177,572-68.0% | $154,803-63.3% | $142,382-60.1% |
| Participation rate | 56.5% | 82.1%-25.5pp | 78.1%-21.5pp | 80.1%-23.6pp |
| Annual return | 9.92% | 65.07%-55.1pp | 58.88%-49.0pp | 217.08%-207.2pp |
| Employer contribution / active EE | $1,340 | $4,810-72.1% | $4,305-68.9% | $4,299-68.8% |
| Participant deferral / active EE | $2,596 | $6,272-58.6% | $5,540-53.1% | $6,507-60.1% |
| Admin fee / account holder | $27,744 | $16,786+65.3% | $14,329+93.6% | $12,624+119.8% |