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 | $46,845 | $87,013-46.2% | $106,213-55.9% | $80,856-42.1% |
| Participation rate | 57.7% | 70.4%-12.7pp | 75.3%-17.6pp | 67.6%-9.9pp |
| Annual return | 8.81% | 17.05%-8.2pp | 116.14%-107.3pp | 35.59%-26.8pp |
| Employer contribution / active EE | $1,073 | $2,395-55.2% | $3,171-66.2% | $2,755-61.1% |
| Participant deferral / active EE | $3,795 | $3,986-4.8% | $5,016-24.3% | $4,296-11.7% |
| Admin fee / account holder | $4,806 | $8,431-43.0% | $11,033-56.4% | $6,918-30.5% |