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 | $34,816 | $77,899-55.3% | $149,673-76.7% | $75,163-53.7% |
| Participation rate | 58.8% | 65.6%-6.8pp | 78.8%-19.9pp | 67.2%-8.4pp |
| Annual return | 7.74% | 31.72%-24.0pp | 134.42%-126.7pp | 160.62%-152.9pp |
| Employer contribution / active EE | $1,209 | $3,137-61.5% | $4,818-74.9% | $2,670-54.7% |
| Participant deferral / active EE | $2,489 | $3,411-27.0% | $5,680-56.2% | $4,125-39.7% |
| Admin fee / account holder | $1,990 | $5,956-66.6% | $13,210-84.9% | $5,651-64.8% |