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 | $41,689 | $80,717-48.4% | $154,803-73.1% | $84,808-50.8% |
| Participation rate | 64.6% | 66.8%-2.2pp | 78.1%-13.5pp | 68.3%-3.7pp |
| Annual return | 10.87% | 37.96%-27.1pp | 58.88%-48.0pp | 40.90%-30.0pp |
| Employer contribution / active EE | $762 | $2,761-72.4% | $4,305-82.3% | $2,631-71.0% |
| Participant deferral / active EE | $2,129 | $3,303-35.6% | $5,540-61.6% | $4,212-49.5% |
| Admin fee / account holder | $801 | $6,746-88.1% | $14,329-94.4% | $7,344-89.1% |