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 | $70,977 | $84,233-15.7% | $170,442-58.4% | $70,131+1.2% |
| Participation rate | 53.1% | 70.8%-17.7pp | 83.6%-30.5pp | 69.5%-16.4pp |
| Annual return | 11.68% | 23.06%-11.4pp | 205.93%-194.2pp | 73.14%-61.5pp |
| Employer contribution / active EE | $1,605 | $3,387-52.6% | $5,433-70.5% | $2,342-31.5% |
| Participant deferral / active EE | $2,600 | $3,086-15.8% | $4,939-47.4% | $3,332-22.0% |
| Admin fee / account holder | $1,651 | $5,698-71.0% | $13,880-88.1% | $4,645-64.5% |