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 | $63,340 | $81,248-22.0% | $155,509-59.3% | $80,856-21.7% |
| Participation rate | 54.8% | 66.2%-11.4pp | 78.2%-23.3pp | 67.6%-12.8pp |
| Annual return | 10.13% | 33.31%-23.2pp | 64.67%-54.5pp | 35.59%-25.5pp |
| Employer contribution / active EE | $871 | $3,100-71.9% | $4,672-81.4% | $2,755-68.4% |
| Participant deferral / active EE | $1,570 | $3,452-54.5% | $5,626-72.1% | $4,296-63.5% |
| Admin fee / account holder | $812 | $7,997-89.9% | $15,912-94.9% | $6,918-88.3% |