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 | $41,308 | $56,317-26.7% | $71,209-42.0% | $74,304-44.4% |
| Participation rate | 44.3% | 55.1%-10.8pp | 73.8%-29.5pp | 60.3%-16.1pp |
| Annual return | 10.77% | 42.83%-32.1pp | 282.51%-271.7pp | 29.43%-18.7pp |
| Employer contribution / active EE | $552 | $2,160-74.5% | $2,721-79.7% | $2,241-75.4% |
| Participant deferral / active EE | $1,532 | $2,788-45.0% | $4,175-63.3% | $3,767-59.3% |
| Admin fee / account holder | $12,873 | $2,290+462.2% | $5,349+140.7% | $2,969+333.6% |