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 | $48,991 | $68,547-28.5% | $120,354-59.3% | $80,856-39.4% |
| Participation rate | 35.0% | 61.6%-26.6pp | 71.9%-36.9pp | 67.6%-32.6pp |
| Annual return | 9.03% | 23.60%-14.6pp | 107.15%-98.1pp | 35.59%-26.6pp |
| Employer contribution / active EE | $804 | $2,051-60.8% | $3,463-76.8% | $2,755-70.8% |
| Participant deferral / active EE | $1,703 | $3,173-46.3% | $4,991-65.9% | $4,296-60.4% |
| Admin fee / account holder | $5,962 | $5,732+4.0% | $9,423-36.7% | $6,918-13.8% |