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 | $56,729 | $80,717-29.7% | $154,803-63.4% | $84,808-33.1% |
| Participation rate | 64.9% | 66.8%-1.9pp | 78.1%-13.2pp | 68.3%-3.4pp |
| Annual return | 7.20% | 37.96%-30.8pp | 58.88%-51.7pp | 40.90%-33.7pp |
| Employer contribution / active EE | $819 | $2,761-70.3% | $4,305-81.0% | $2,631-68.9% |
| Participant deferral / active EE | $1,394 | $3,303-57.8% | $5,540-74.8% | $4,212-66.9% |
| Admin fee / account holder | $4,082 | $6,746-39.5% | $14,329-71.5% | $7,344-44.4% |