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 | $89,365 | $118,450-24.6% | $98,439-9.2% | $139,434-35.9% |
| Participation rate | 57.9% | 77.4%-19.5pp | 75.2%-17.3pp | 80.3%-22.4pp |
| Annual return | 8.48% | 18.94%-10.5pp | 21.16%-12.7pp | 372.94%-364.5pp |
| Employer contribution / active EE | $1,203 | $3,609-66.7% | $3,048-60.5% | $4,751-74.7% |
| Participant deferral / active EE | $3,903 | $5,392-27.6% | $4,738-17.6% | $6,710-41.8% |
| Admin fee / account holder | $884 | $14,026-93.7% | $8,948-90.1% | $11,403-92.2% |