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 | $73,614 | $79,449-7.3% | $189,557-61.2% | $85,850-14.3% |
| Participation rate | 54.5% | 66.0%-11.4pp | 78.4%-23.9pp | 69.3%-14.8pp |
| Annual return | 11.21% | 18.45%-7.2pp | 64.17%-53.0pp | 318.53%-307.3pp |
| Employer contribution / active EE | $514 | $2,081-75.3% | $4,412-88.3% | $2,565-80.0% |
| Participant deferral / active EE | $1,451 | $4,051-64.2% | $6,174-76.5% | $3,952-63.3% |
| Admin fee / account holder | $1,881 | $5,377-65.0% | $9,807-80.8% | $6,260-69.9% |