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 | $30,565 | $57,590-46.9% | $86,233-64.6% | $82,448-62.9% |
| Participation rate | 48.0% | 57.9%-9.9pp | 69.0%-21.0pp | 68.1%-20.1pp |
| Annual return | 13.50% | 22.41%-8.9pp | 61.39%-47.9pp | 41.64%-28.1pp |
| Employer contribution / active EE | $833 | $1,655-49.7% | $2,504-66.8% | $2,551-67.4% |
| Participant deferral / active EE | $3,715 | $3,080+20.6% | $4,559-18.5% | $4,139-10.2% |
| Admin fee / account holder | $20,311 | $4,730+329.4% | $8,342+143.5% | $7,234+180.8% |