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 | $74,802 | $87,013-14.0% | $106,213-29.6% | $80,856-7.5% |
| Participation rate | 66.7% | 70.4%-3.8pp | 75.3%-8.6pp | 67.6%-1.0pp |
| Annual return | 9.77% | 17.05%-7.3pp | 116.14%-106.4pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,846 | $2,395-22.9% | $3,171-41.8% | $2,755-33.0% |
| Participant deferral / active EE | $3,816 | $3,986-4.3% | $5,016-23.9% | $4,296-11.2% |
| Admin fee / account holder | $418 | $8,431-95.0% | $11,033-96.2% | $6,918-94.0% |