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 | $70,136 | $70,428-0.4% | $96,562-27.4% | $85,850-18.3% |
| Participation rate | 67.9% | 61.8%+6.1pp | 69.8%-2.0pp | 69.3%-1.5pp |
| Annual return | 8.01% | 18.59%-10.6pp | 37.78%-29.8pp | 318.53%-310.5pp |
| Employer contribution / active EE | $432 | $1,413-69.4% | $2,356-81.6% | $2,565-83.1% |
| Participant deferral / active EE | $2,211 | $2,894-23.6% | $3,849-42.5% | $3,952-44.0% |
| Admin fee / account holder | $1,930 | $4,997-61.4% | $6,181-68.8% | $6,260-69.2% |