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 | $69,997 | $76,407-8.4% | $150,298-53.4% | $82,448-15.1% |
| Participation rate | 23.1% | 66.4%-43.3pp | 77.8%-54.7pp | 68.1%-45.0pp |
| Annual return | 12.86% | 39.99%-27.1pp | 62.79%-49.9pp | 41.64%-28.8pp |
| Employer contribution / active EE | $738 | $2,614-71.8% | $4,154-82.2% | $2,551-71.1% |
| Participant deferral / active EE | $1,192 | $3,214-62.9% | $5,453-78.1% | $4,139-71.2% |
| Admin fee / account holder | $4,706 | $6,352-25.9% | $14,116-66.7% | $7,234-34.9% |