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 | $68,114 | $100,970-32.5% | $96,576-29.5% | $137,256-50.4% |
| Participation rate | 65.2% | 82.6%-17.4pp | 81.4%-16.2pp | 80.0%-14.7pp |
| Annual return | 11.39% | 38.16%-26.8pp | 38.47%-27.1pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,800 | $3,809-52.7% | $3,553-49.3% | $4,156-56.7% |
| Participant deferral / active EE | $3,999 | $8,286-51.7% | $7,956-49.7% | $6,407-37.6% |
| Admin fee / account holder | $1,587 | $11,312-86.0% | $11,381-86.1% | $12,270-87.1% |