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 | $26,182 | $77,634-66.3% | $156,549-83.3% | $62,891-58.4% |
| Participation rate | 31.0% | 71.2%-40.2pp | 84.0%-53.0pp | 69.3%-38.3pp |
| Annual return | 2.66% | 50.32%-47.7pp | 32.23%-29.6pp | 20.14%-17.5pp |
| Employer contribution / active EE | $910 | $3,444-73.6% | $5,501-83.5% | $2,281-60.1% |
| Participant deferral / active EE | $1,853 | $3,045-39.2% | $4,871-62.0% | $3,203-42.2% |
| Admin fee / account holder | $448 | $5,561-91.9% | $13,027-96.6% | $4,296-89.6% |