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 | $53,903 | $70,669-23.7% | $169,368-68.2% | $75,163-28.3% |
| Participation rate | 69.7% | 64.8%+4.9pp | 77.1%-7.4pp | 67.2%+2.5pp |
| Annual return | 13.94% | 36.36%-22.4pp | 405.60%-391.7pp | 160.62%-146.7pp |
| Employer contribution / active EE | $810 | $2,211-63.4% | $4,013-79.8% | $2,670-69.7% |
| Participant deferral / active EE | $1,936 | $4,311-55.1% | $6,221-68.9% | $4,125-53.1% |
| Admin fee / account holder | $8,560 | $5,402+58.5% | $9,003-4.9% | $5,651+51.5% |