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 | $49,406 | $81,248-39.2% | $155,509-68.2% | $80,856-38.9% |
| Participation rate | 38.5% | 66.2%-27.8pp | 78.2%-39.7pp | 67.6%-29.2pp |
| Annual return | 7.83% | 33.31%-25.5pp | 64.67%-56.8pp | 35.59%-27.8pp |
| Employer contribution / active EE | $508 | $3,100-83.6% | $4,672-89.1% | $2,755-81.6% |
| Participant deferral / active EE | $2,574 | $3,452-25.4% | $5,626-54.2% | $4,296-40.1% |
| Admin fee / account holder | $3,706 | $7,997-53.7% | $15,912-76.7% | $6,918-46.4% |