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 | $46,888 | $78,672-40.4% | $109,143-57.0% | $85,850-45.4% |
| Participation rate | 63.0% | 68.3%-5.3pp | 75.9%-12.9pp | 69.3%-6.4pp |
| Annual return | 5.97% | 25.09%-19.1pp | 25.75%-19.8pp | 318.53%-312.6pp |
| Employer contribution / active EE | $1,231 | $2,735-55.0% | $3,722-66.9% | $2,565-52.0% |
| Participant deferral / active EE | $1,765 | $3,467-49.1% | $4,653-62.1% | $3,952-55.3% |
| Admin fee / account holder | $923 | $5,469-83.1% | $6,752-86.3% | $6,260-85.3% |