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 6-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 | $15,694 | $59,443-73.6% | $70,164-77.6% | $75,163-79.1% |
| Participation rate | 68.3% | 71.6%-3.3pp | 78.8%-10.5pp | 67.2%+1.1pp |
| Annual return | 11.76% | 18.53%-6.8pp | 18.87%-7.1pp | 160.62%-148.9pp |
| Employer contribution / active EE | $1,073 | $3,306-67.5% | $4,287-75.0% | $2,670-59.8% |
| Participant deferral / active EE | $1,411 | $3,653-61.4% | $5,395-73.8% | $4,125-65.8% |
| Admin fee / account holder | $1,182 | $4,397-73.1% | $4,561-74.1% | $5,651-79.1% |