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 | $44,202 | $77,314-42.8% | $177,989-75.2% | $80,856-45.3% |
| Participation rate | 52.9% | 65.7%-12.8pp | 77.1%-24.2pp | 67.6%-14.8pp |
| Annual return | 8.21% | 18.09%-9.9pp | 294.48%-286.3pp | 35.59%-27.4pp |
| Employer contribution / active EE | $718 | $2,292-68.7% | $3,949-81.8% | $2,755-73.9% |
| Participant deferral / active EE | $1,729 | $4,411-60.8% | $6,276-72.5% | $4,296-59.8% |
| Admin fee / account holder | $4,869 | $7,191-32.3% | $10,363-53.0% | $6,918-29.6% |