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 | $43,877 | $54,705-19.8% | $71,209-38.4% | $84,808-48.3% |
| Participation rate | 46.8% | 64.1%-17.3pp | 73.8%-26.9pp | 68.3%-21.5pp |
| Annual return | 9.79% | 35.90%-26.1pp | 282.51%-272.7pp | 40.90%-31.1pp |
| Employer contribution / active EE | $489 | $2,158-77.4% | $2,721-82.0% | $2,631-81.4% |
| Participant deferral / active EE | $1,845 | $3,030-39.1% | $4,175-55.8% | $4,212-56.2% |
| Admin fee / account holder | $6,040 | $4,863+24.2% | $5,349+12.9% | $7,344-17.8% |