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 | $57,563 | $109,413-47.4% | $156,263-63.2% | $84,808-32.1% |
| Participation rate | 64.5% | 72.7%-8.2pp | 78.9%-14.4pp | 68.3%-3.8pp |
| Annual return | 10.13% | 20.18%-10.0pp | 59.47%-49.3pp | 40.90%-30.8pp |
| Employer contribution / active EE | $994 | $2,907-65.8% | $4,333-77.1% | $2,631-62.2% |
| Participant deferral / active EE | $2,387 | $4,590-48.0% | $6,158-61.2% | $4,212-43.3% |
| Admin fee / account holder | $4,448 | $9,357-52.5% | $14,255-68.8% | $7,344-39.4% |