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 | $39,127 | $48,364-19.1% | $71,796-45.5% | $62,891-37.8% |
| Participation rate | 45.2% | 60.6%-15.5pp | 69.1%-24.0pp | 69.3%-24.1pp |
| Annual return | 3.36% | 13.16%-9.8pp | 78.04%-74.7pp | 20.14%-16.8pp |
| Employer contribution / active EE | $337 | $1,042-67.6% | $1,924-82.5% | $2,281-85.2% |
| Participant deferral / active EE | $1,577 | $2,091-24.6% | $2,794-43.6% | $3,203-50.8% |
| Admin fee / account holder | $1,890 | $3,771-49.9% | $4,815-60.7% | $4,296-56.0% |