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 | $54,542 | $76,552-28.8% | $123,892-56.0% | $62,891-13.3% |
| Participation rate | 57.1% | 73.0%-15.8pp | 81.4%-24.3pp | 69.3%-12.2pp |
| Annual return | 5.45% | 18.68%-13.2pp | 47.52%-42.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,178 | $2,883-59.1% | $4,617-74.5% | $2,281-48.3% |
| Participant deferral / active EE | $3,424 | $4,840-29.3% | $5,984-42.8% | $3,203+6.9% |
| Admin fee / account holder | $1,155 | $4,826-76.1% | $8,357-86.2% | $4,296-73.1% |