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 | $95,063 | $177,572-46.5% | $154,803-38.6% | $142,382-33.2% |
| Participation rate | 36.8% | 82.1%-45.2pp | 78.1%-41.2pp | 80.1%-43.3pp |
| Annual return | 10.91% | 65.07%-54.2pp | 58.88%-48.0pp | 217.08%-206.2pp |
| Employer contribution / active EE | $1,261 | $4,810-73.8% | $4,305-70.7% | $4,299-70.7% |
| Participant deferral / active EE | $1,705 | $6,272-72.8% | $5,540-69.2% | $6,507-73.8% |
| Admin fee / account holder | $763 | $16,786-95.5% | $14,329-94.7% | $12,624-94.0% |