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 | $67,877 | $117,983-42.5% | $101,794-33.3% | $142,382-52.3% |
| Participation rate | 27.3% | 74.2%-47.0pp | 69.2%-41.9pp | 80.1%-52.8pp |
| Annual return | 9.79% | 36.92%-27.1pp | 30.53%-20.7pp | 217.08%-207.3pp |
| Employer contribution / active EE | $556 | $2,773-80.0% | $2,289-75.7% | $4,299-87.1% |
| Participant deferral / active EE | $1,169 | $4,714-75.2% | $4,084-71.4% | $6,507-82.0% |
| Admin fee / account holder | $19,857 | $10,433+90.3% | $8,777+126.2% | $12,624+57.3% |