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 | $38,406 | $77,899-50.7% | $149,673-74.3% | $75,163-48.9% |
| Participation rate | 29.2% | 65.6%-36.4pp | 78.8%-49.6pp | 67.2%-38.0pp |
| Annual return | 12.28% | 31.72%-19.4pp | 134.42%-122.1pp | 160.62%-148.3pp |
| Employer contribution / active EE | $1,138 | $3,137-63.7% | $4,818-76.4% | $2,670-57.4% |
| Participant deferral / active EE | $923 | $3,411-72.9% | $5,680-83.8% | $4,125-77.6% |
| Admin fee / account holder | $3,216 | $5,956-46.0% | $13,210-75.7% | $5,651-43.1% |