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 | $51,638-15.0% | $68,368-35.8% | $82,448-46.8% |
| Participation rate | 46.8% | 63.6%-16.8pp | 73.8%-26.9pp | 68.1%-21.3pp |
| Annual return | 9.79% | 37.53%-27.7pp | 292.57%-282.8pp | 41.64%-31.8pp |
| Employer contribution / active EE | $489 | $2,047-76.1% | $2,649-81.6% | $2,551-80.8% |
| Participant deferral / active EE | $1,845 | $2,914-36.7% | $4,123-55.2% | $4,139-55.4% |
| Admin fee / account holder | $6,040 | $4,643+30.1% | $5,150+17.3% | $7,234-16.5% |