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 | $35,426 | $53,516-33.8% | $126,539-72.0% | $84,808-58.2% |
| Participation rate | 57.8% | 58.2%-0.5pp | 69.8%-12.0pp | 68.3%-10.5pp |
| Annual return | 10.32% | 58.34%-48.0pp | 425.95%-415.6pp | 40.90%-30.6pp |
| Employer contribution / active EE | $612 | $1,535-60.1% | $3,674-83.3% | $2,631-76.7% |
| Participant deferral / active EE | $2,965 | $2,671+11.0% | $4,083-27.4% | $4,212-29.6% |
| Admin fee / account holder | $1,518 | $4,497-66.2% | $6,065-75.0% | $7,344-79.3% |