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 | $47,298 | $124,281-61.9% | $109,143-56.7% | $167,490-71.8% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 8.22% | 26.04%-17.8pp | 25.75%-17.5pp | 478.56%-470.3pp |
| Employer contribution / active EE | $1,858 | $4,207-55.8% | $3,722-50.1% | $4,837-61.6% |
| Participant deferral / active EE | $6,161 | $5,255+17.2% | $4,653+32.4% | $6,341-2.8% |
| Admin fee / account holder | $667 | $7,970-91.6% | $6,752-90.1% | $12,309-94.6% |