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 | $46,166 | $113,339-59.3% | $94,993-51.4% | $147,584-68.7% |
| Participation rate | 33.3% | 78.0%-44.6pp | 73.9%-40.6pp | 82.8%-49.5pp |
| Annual return | 1.88% | 20.77%-18.9pp | 27.12%-25.2pp | 578.55%-576.7pp |
| Employer contribution / active EE | $599 | $3,160-81.0% | $2,603-77.0% | $4,876-87.7% |
| Participant deferral / active EE | $1,932 | $3,777-48.8% | $3,317-41.7% | $5,439-64.5% |
| Admin fee / account holder | $2,785 | $6,063-54.1% | $4,960-43.9% | $10,885-74.4% |