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 | $71,247 | $58,851+21.1% | $115,157-38.1% | $72,985-2.4% |
| Participation rate | 65.5% | 65.5%0pp | 75.9%-10.4pp | 69.5%-4.0pp |
| Annual return | 13.33% | 23.16%-9.8pp | 35.60%-22.3pp | 81.00%-67.7pp |
| Employer contribution / active EE | $950 | $1,798-47.2% | $3,179-70.1% | $2,440-61.1% |
| Participant deferral / active EE | $1,609 | $2,643-39.1% | $4,168-61.4% | $3,607-55.4% |
| Admin fee / account holder | $15,939 | $6,370+150.2% | $7,088+124.9% | $5,124+211.1% |