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 | $48,061 | $60,349-20.4% | $74,183-35.2% | $62,891-23.6% |
| Participation rate | 63.2% | 72.7%-9.6pp | 76.6%-13.5pp | 69.3%-6.1pp |
| Annual return | 1.66% | 21.37%-19.7pp | 17.74%-16.1pp | 20.14%-18.5pp |
| Employer contribution / active EE | $434 | $1,680-74.1% | $2,370-81.7% | $2,281-81.0% |
| Participant deferral / active EE | $1,864 | $2,856-34.7% | $3,550-47.5% | $3,203-41.8% |
| Admin fee / account holder | $5,295 | $4,261+24.3% | $5,586-5.2% | $4,296+23.3% |