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 | $43,960 | $76,407-42.5% | $150,298-70.8% | $82,448-46.7% |
| Participation rate | 17.2% | 66.4%-49.2pp | 77.8%-60.5pp | 68.1%-50.8pp |
| Annual return | 11.49% | 39.99%-28.5pp | 62.79%-51.3pp | 41.64%-30.1pp |
| Employer contribution / active EE | $1,036 | $2,614-60.4% | $4,154-75.1% | $2,551-59.4% |
| Participant deferral / active EE | $999 | $3,214-68.9% | $5,453-81.7% | $4,139-75.9% |
| Admin fee / account holder | $4,147 | $6,352-34.7% | $14,116-70.6% | $7,234-42.7% |