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 | $52,816 | $77,899-32.2% | $149,673-64.7% | $75,163-29.7% |
| Participation rate | 47.9% | 65.6%-17.7pp | 78.8%-30.8pp | 67.2%-19.3pp |
| Annual return | 11.87% | 31.72%-19.8pp | 134.42%-122.5pp | 160.62%-148.7pp |
| Employer contribution / active EE | $944 | $3,137-69.9% | $4,818-80.4% | $2,670-64.6% |
| Participant deferral / active EE | $1,391 | $3,411-59.2% | $5,680-75.5% | $4,125-66.3% |
| Admin fee / account holder | $4,499 | $5,956-24.5% | $13,210-65.9% | $5,651-20.4% |