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 | $51,372 | $81,248-36.8% | $155,509-67.0% | $80,856-36.5% |
| Participation rate | 29.7% | 66.2%-36.5pp | 78.2%-48.5pp | 67.6%-37.9pp |
| Annual return | 7.80% | 33.31%-25.5pp | 64.67%-56.9pp | 35.59%-27.8pp |
| Employer contribution / active EE | $611 | $3,100-80.3% | $4,672-86.9% | $2,755-77.8% |
| Participant deferral / active EE | $2,382 | $3,452-31.0% | $5,626-57.7% | $4,296-44.5% |
| Admin fee / account holder | $3,584 | $7,997-55.2% | $15,912-77.5% | $6,918-48.2% |