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 | $58,851 | $103,376-43.1% | $87,100-32.4% | $152,861-61.5% |
| Participation rate | 43.5% | 79.3%-35.9pp | 76.9%-33.4pp | 82.4%-39.0pp |
| Annual return | 1.65% | 28.10%-26.4pp | 28.19%-26.5pp | 345.32%-343.7pp |
| Employer contribution / active EE | $679 | $3,220-78.9% | $2,521-73.1% | $4,762-85.7% |
| Participant deferral / active EE | $1,690 | $4,778-64.6% | $4,049-58.3% | $5,850-71.1% |
| Admin fee / account holder | $4,016 | $12,205-67.1% | $7,497-46.4% | $11,596-65.4% |