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 | $36,776 | $72,277-49.1% | $101,248-63.7% | $79,858-53.9% |
| Participation rate | 35.9% | 68.5%-32.5pp | 75.8%-39.9pp | 69.6%-33.7pp |
| Annual return | 2.33% | 22.30%-20.0pp | 46.47%-44.1pp | 31.71%-29.4pp |
| Employer contribution / active EE | $1,415 | $2,692-47.4% | $3,660-61.3% | $2,471-42.8% |
| Participant deferral / active EE | $1,703 | $3,282-48.1% | $4,370-61.0% | $3,740-54.5% |
| Admin fee / account holder | $1,667 | $4,400-62.1% | $5,945-72.0% | $5,306-68.6% |