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 | $46,102 | $80,968-43.1% | $96,544-52.2% | $75,163-38.7% |
| Participation rate | 60.3% | 71.8%-11.4pp | 76.0%-15.6pp | 67.2%-6.9pp |
| Annual return | 12.49% | 27.06%-14.6pp | 25.84%-13.4pp | 160.62%-148.1pp |
| Employer contribution / active EE | $1,260 | $2,282-44.8% | $2,965-57.5% | $2,670-52.8% |
| Participant deferral / active EE | $3,822 | $3,928-2.7% | $4,851-21.2% | $4,125-7.3% |
| Admin fee / account holder | $5,206 | $6,724-22.6% | $8,252-36.9% | $5,651-7.9% |