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 | $44,566 | $148,534-70.0% | $135,903-67.2% | $139,434-68.0% |
| Participation rate | 47.1% | 83.9%-36.8pp | 81.9%-34.8pp | 80.3%-33.3pp |
| Annual return | 10.32% | 79.19%-68.9pp | 68.23%-57.9pp | 372.94%-362.6pp |
| Employer contribution / active EE | $2,295 | $5,243-56.2% | $4,856-52.7% | $4,751-51.7% |
| Participant deferral / active EE | $2,857 | $8,100-64.7% | $7,758-63.2% | $6,710-57.4% |
| Admin fee / account holder | $3,540 | $12,400-71.5% | $10,762-67.1% | $11,403-69.0% |