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 | $39,529 | $77,164-48.8% | $178,014-77.8% | $80,874-51.1% |
| Participation rate | 62.3% | 65.7%-3.4pp | 77.1%-14.8pp | 67.6%-5.4pp |
| Annual return | 10.61% | 18.09%-7.5pp | 294.80%-284.2pp | 35.62%-25.0pp |
| Employer contribution / active EE | $1,197 | $2,288-47.7% | $3,950-69.7% | $2,756-56.6% |
| Participant deferral / active EE | $2,710 | $4,408-38.5% | $6,276-56.8% | $4,297-36.9% |
| Admin fee / account holder | $2,841 | $7,164-60.3% | $10,362-72.6% | $6,935-59.0% |