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 | $49,505 | $55,371-10.6% | $95,585-48.2% | $74,304-33.4% |
| Participation rate | 41.4% | 53.8%-12.4pp | 72.1%-30.6pp | 60.3%-18.9pp |
| Annual return | 13.35% | 24.26%-10.9pp | 38.56%-25.2pp | 29.43%-16.1pp |
| Employer contribution / active EE | $892 | $1,437-37.9% | $2,527-64.7% | $2,241-60.2% |
| Participant deferral / active EE | $2,263 | $2,955-23.4% | $4,023-43.7% | $3,767-39.9% |
| Admin fee / account holder | $4,962 | $2,620+89.3% | $6,127-19.0% | $2,969+67.1% |