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 | $25,699 | $74,888-65.7% | $71,209-63.9% | $142,382-82.0% |
| Participation rate | 69.2% | 76.2%-7.0pp | 73.8%-4.5pp | 80.1%-10.9pp |
| Annual return | 9.76% | 345.14%-335.4pp | 282.51%-272.8pp | 217.08%-207.3pp |
| Employer contribution / active EE | $1,781 | $2,854-37.6% | $2,721-34.5% | $4,299-58.6% |
| Participant deferral / active EE | $1,555 | $4,454-65.1% | $4,175-62.8% | $6,507-76.1% |
| Admin fee / account holder | $1,084 | $5,568-80.5% | $5,349-79.7% | $12,624-91.4% |