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 | $49,742 | $53,053-6.2% | $126,539-60.7% | $74,304-33.1% |
| Participation rate | 11.9% | 48.0%-36.2pp | 69.8%-58.0pp | 60.3%-48.5pp |
| Annual return | 12.52% | 29.46%-16.9pp | 425.95%-413.4pp | 29.43%-16.9pp |
| Employer contribution / active EE | $339 | $1,168-71.0% | $3,674-90.8% | $2,241-84.9% |
| Participant deferral / active EE | $746 | $2,303-67.6% | $4,083-81.7% | $3,767-80.2% |
| Admin fee / account holder | $32,158 | $3,698+769.6% | $6,065+430.3% | $2,969+983.2% |