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 | $33,950 | $62,672-45.8% | $185,117-81.7% | $70,131-51.6% |
| Participation rate | 33.3% | 63.8%-30.4pp | 77.3%-43.9pp | 69.5%-36.2pp |
| Annual return | 7.40% | 40.79%-33.4pp | 40.50%-33.1pp | 73.14%-65.7pp |
| Employer contribution / active EE | $796 | $1,753-54.6% | $4,182-81.0% | $2,342-66.0% |
| Participant deferral / active EE | $1,716 | $3,272-47.5% | $5,045-66.0% | $3,332-48.5% |
| Admin fee / account holder | $1,472 | $3,932-62.5% | $8,159-82.0% | $4,645-68.3% |