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 | $57,426 | $53,777+6.8% | $134,143-57.2% | $79,858-28.1% |
| Participation rate | 38.6% | 58.8%-20.1pp | 72.2%-33.5pp | 69.6%-31.0pp |
| Annual return | 9.87% | 19.01%-9.1pp | 36.33%-26.5pp | 31.71%-21.8pp |
| Employer contribution / active EE | $642 | $1,321-51.4% | $3,704-82.7% | $2,471-74.0% |
| Participant deferral / active EE | $1,984 | $2,420-18.0% | $3,499-43.3% | $3,740-46.9% |
| Admin fee / account holder | $2,538 | $3,984-36.3% | $6,684-62.0% | $5,306-52.2% |