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 | $47,721 | $76,367-37.5% | $93,606-49.0% | $72,985-34.6% |
| Participation rate | 49.2% | 71.7%-22.6pp | 75.8%-26.6pp | 69.5%-20.3pp |
| Annual return | 4.93% | 25.82%-20.9pp | 32.76%-27.8pp | 81.00%-76.1pp |
| Employer contribution / active EE | $886 | $2,275-61.1% | $2,718-67.4% | $2,440-63.7% |
| Participant deferral / active EE | $1,769 | $3,538-50.0% | $4,069-56.5% | $3,607-51.0% |
| Admin fee / account holder | $349 | $6,838-94.9% | $7,888-95.6% | $5,124-93.2% |