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 | $37,945 | $60,892-37.7% | $82,389-53.9% | $84,808-55.3% |
| Participation rate | 51.8% | 63.3%-11.5pp | 69.5%-17.7pp | 68.3%-16.5pp |
| Annual return | 12.39% | 37.29%-24.9pp | 28.67%-16.3pp | 40.90%-28.5pp |
| Employer contribution / active EE | $433 | $1,779-75.7% | $2,517-82.8% | $2,631-83.5% |
| Participant deferral / active EE | $1,894 | $3,179-40.4% | $4,155-54.4% | $4,212-55.0% |
| Admin fee / account holder | $1,587 | $5,467-71.0% | $7,231-78.1% | $7,344-78.4% |