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 | $55,320 | $65,041-14.9% | $90,951-39.2% | $79,858-30.7% |
| Participation rate | 54.5% | 61.6%-7.1pp | 69.0%-14.5pp | 69.6%-15.1pp |
| Annual return | 7.75% | 30.45%-22.7pp | 134.60%-126.8pp | 31.71%-24.0pp |
| Employer contribution / active EE | $413 | $1,247-66.9% | $2,122-80.5% | $2,471-83.3% |
| Participant deferral / active EE | $2,795 | $2,512+11.3% | $3,373-17.1% | $3,740-25.3% |
| Admin fee / account holder | $20,106 | $4,536+343.2% | $5,959+237.4% | $5,306+278.9% |