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 | $47,026 | $81,233-42.1% | $155,567-69.8% | $80,874-41.9% |
| Participation rate | 69.7% | 66.2%+3.5pp | 78.2%-8.5pp | 67.6%+2.0pp |
| Annual return | 10.09% | 33.33%-23.2pp | 64.74%-54.6pp | 35.62%-25.5pp |
| Employer contribution / active EE | $810 | $3,101-73.9% | $4,674-82.7% | $2,756-70.6% |
| Participant deferral / active EE | $3,454 | $3,4520% | $5,628-38.6% | $4,297-19.6% |
| Admin fee / account holder | $5,811 | $7,998-27.3% | $15,916-63.5% | $6,935-16.2% |