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 | $47,958 | $73,787-35.0% | $98,716-51.4% | $82,448-41.8% |
| Participation rate | 23.4% | 61.4%-38.0pp | 69.3%-45.9pp | 68.1%-44.6pp |
| Annual return | 6.74% | 18.57%-11.8pp | 31.81%-25.1pp | 41.64%-34.9pp |
| Employer contribution / active EE | $690 | $1,511-54.3% | $2,279-69.7% | $2,551-72.9% |
| Participant deferral / active EE | $1,645 | $3,081-46.6% | $4,048-59.4% | $4,139-60.3% |
| Admin fee / account holder | $39,625 | $6,500+509.6% | $8,703+355.3% | $7,234+447.7% |