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 | $36,681 | $76,367-52.0% | $93,606-60.8% | $72,985-49.7% |
| Participation rate | 47.5% | 71.7%-24.3pp | 75.8%-28.4pp | 69.5%-22.0pp |
| Annual return | 16.23% | 25.82%-9.6pp | 32.76%-16.5pp | 81.00%-64.8pp |
| Employer contribution / active EE | $787 | $2,275-65.4% | $2,718-71.1% | $2,440-67.8% |
| Participant deferral / active EE | $1,953 | $3,538-44.8% | $4,069-52.0% | $3,607-45.9% |
| Admin fee / account holder | $1,702 | $6,838-75.1% | $7,888-78.4% | $5,124-66.8% |