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 | $42,945 | $71,050-39.6% | $93,606-54.1% | $80,856-46.9% |
| Participation rate | 45.1% | 60.4%-15.3pp | 68.7%-23.6pp | 67.6%-22.5pp |
| Annual return | 9.84% | 11.26%-1.4pp | 133.20%-123.4pp | 35.59%-25.8pp |
| Employer contribution / active EE | $611 | $1,564-60.9% | $2,420-74.7% | $2,755-77.8% |
| Participant deferral / active EE | $2,454 | $4,034-39.2% | $4,411-44.4% | $4,296-42.9% |
| Admin fee / account holder | $3,194 | $6,945-54.0% | $8,285-61.4% | $6,918-53.8% |