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 | $63,048 | $101,069-37.6% | $81,478-22.6% | $147,584-57.3% |
| Participation rate | 64.3% | 74.5%-10.2pp | 68.0%-3.7pp | 82.8%-18.5pp |
| Annual return | 7.08% | 32.40%-25.3pp | 38.78%-31.7pp | 578.55%-571.5pp |
| Employer contribution / active EE | $1,090 | $3,205-66.0% | $2,568-57.6% | $4,876-77.7% |
| Participant deferral / active EE | $2,562 | $4,242-39.6% | $3,537-27.6% | $5,439-52.9% |
| Admin fee / account holder | $6,496 | $5,812+11.8% | $4,561+42.4% | $10,885-40.3% |