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 | $38,590 | $108,825-64.5% | $156,181-75.3% | $82,448-53.2% |
| Participation rate | 46.9% | 72.4%-25.5pp | 78.8%-32.0pp | 68.1%-21.2pp |
| Annual return | 10.11% | 20.59%-10.5pp | 64.87%-54.8pp | 41.64%-31.5pp |
| Employer contribution / active EE | $876 | $2,870-69.5% | $4,294-79.6% | $2,551-65.7% |
| Participant deferral / active EE | $4,113 | $4,577-10.1% | $6,132-32.9% | $4,139-0.6% |
| Admin fee / account holder | $18,687 | $9,341+100.1% | $14,586+28.1% | $7,234+158.3% |