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 | $37,134 | $41,377-10.3% | $109,313-66.0% | $62,891-41.0% |
| Participation rate | 47.5% | 57.5%-10.1pp | 71.3%-23.8pp | 69.3%-21.8pp |
| Annual return | 4.18% | 11.05%-6.9pp | 22.07%-17.9pp | 20.14%-16.0pp |
| Employer contribution / active EE | $483 | $1,276-62.1% | $3,892-87.6% | $2,281-78.8% |
| Participant deferral / active EE | $1,660 | $2,045-18.8% | $3,166-47.6% | $3,203-48.2% |
| Admin fee / account holder | $760 | $2,884-73.7% | $5,666-86.6% | $4,296-82.3% |