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 | $56,543 | $105,181-46.2% | $159,436-64.5% | $85,850-34.1% |
| Participation rate | 57.7% | 75.8%-18.1pp | 82.8%-25.1pp | 69.3%-11.6pp |
| Annual return | 10.91% | 45.07%-34.2pp | 263.57%-252.7pp | 318.53%-307.6pp |
| Employer contribution / active EE | $1,895 | $3,318-42.9% | $4,829-60.8% | $2,565-26.1% |
| Participant deferral / active EE | $2,576 | $5,945-56.7% | $7,352-65.0% | $3,952-34.8% |
| Admin fee / account holder | $1,014 | $6,933-85.4% | $10,799-90.6% | $6,260-83.8% |