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 | $50,131 | $99,341-49.5% | $84,750-40.8% | $273,961-81.7% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 0.04% | 22.93%-22.9pp | 22.78%-22.7pp | 41.45%-41.4pp |
| Employer contribution / active EE | $2,420 | $4,214-42.6% | $3,574-32.3% | $4,869-50.3% |
| Participant deferral / active EE | $4,813 | $4,269+12.7% | $3,712+29.7% | $5,287-9.0% |
| Admin fee / account holder | $710 | $6,644-89.3% | $5,332-86.7% | $10,132-93.0% |