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 | $45,354 | $83,902-45.9% | $167,512-72.9% | $84,808-46.5% |
| Participation rate | 48.5% | 66.5%-18.0pp | 77.1%-28.6pp | 68.3%-19.8pp |
| Annual return | 11.99% | 91.55%-79.6pp | 1615.79%-1603.8pp | 40.90%-28.9pp |
| Employer contribution / active EE | $604 | $2,264-73.3% | $3,882-84.4% | $2,631-77.1% |
| Participant deferral / active EE | $1,510 | $4,442-66.0% | $6,405-76.4% | $4,212-64.2% |
| Admin fee / account holder | $2,327 | $7,915-70.6% | $9,769-76.2% | $7,344-68.3% |