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 | $35,333 | $77,634-54.5% | $156,549-77.4% | $62,891-43.8% |
| Participation rate | 53.8% | 71.2%-17.4pp | 84.0%-30.2pp | 69.3%-15.5pp |
| Annual return | 1.55% | 50.32%-48.8pp | 32.23%-30.7pp | 20.14%-18.6pp |
| Employer contribution / active EE | $418 | $3,444-87.8% | $5,501-92.4% | $2,281-81.7% |
| Participant deferral / active EE | $3,466 | $3,045+13.8% | $4,871-28.8% | $3,203+8.2% |
| Admin fee / account holder | $1,244 | $5,561-77.6% | $13,027-90.5% | $4,296-71.0% |