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 | $61,901 | $81,233-23.8% | $155,567-60.2% | $80,874-23.5% |
| Participation rate | 48.3% | 66.2%-18.0pp | 78.2%-29.9pp | 67.6%-19.4pp |
| Annual return | 9.96% | 33.33%-23.4pp | 64.74%-54.8pp | 35.62%-25.7pp |
| Employer contribution / active EE | $1,416 | $3,101-54.3% | $4,674-69.7% | $2,756-48.6% |
| Participant deferral / active EE | $2,673 | $3,452-22.6% | $5,628-52.5% | $4,297-37.8% |
| Admin fee / account holder | $615 | $7,998-92.3% | $15,916-96.1% | $6,935-91.1% |