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 | $83,236 | $148,534-44.0% | $135,903-38.8% | $139,434-40.3% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 9.87% | 79.19%-69.3pp | 68.23%-58.4pp | 372.94%-363.1pp |
| Employer contribution / active EE | $2,914 | $5,243-44.4% | $4,856-40.0% | $4,751-38.7% |
| Participant deferral / active EE | $5,034 | $8,100-37.9% | $7,758-35.1% | $6,710-25.0% |
| Admin fee / account holder | $425 | $12,400-96.6% | $10,762-96.1% | $11,403-96.3% |