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 | $63,205 | $103,376-38.9% | $87,100-27.4% | $152,861-58.7% |
| Participation rate | 66.7% | 79.3%-12.7pp | 76.9%-10.2pp | 82.4%-15.8pp |
| Annual return | 3.75% | 28.10%-24.3pp | 28.19%-24.4pp | 345.32%-341.6pp |
| Employer contribution / active EE | $1,266 | $3,220-60.7% | $2,521-49.8% | $4,762-73.4% |
| Participant deferral / active EE | $3,184 | $4,778-33.4% | $4,049-21.4% | $5,850-45.6% |
| Admin fee / account holder | $12,169 | $12,205-0.3% | $7,497+62.3% | $11,596+4.9% |