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 | $19,245 | $77,634-75.2% | $156,549-87.7% | $62,891-69.4% |
| Participation rate | 47.2% | 71.2%-24.0pp | 84.0%-36.8pp | 69.3%-22.1pp |
| Annual return | 2.94% | 50.32%-47.4pp | 32.23%-29.3pp | 20.14%-17.2pp |
| Employer contribution / active EE | $724 | $3,444-79.0% | $5,501-86.8% | $2,281-68.2% |
| Participant deferral / active EE | $1,121 | $3,045-63.2% | $4,871-77.0% | $3,203-65.0% |
| Admin fee / account holder | $2,725 | $5,561-51.0% | $13,027-79.1% | $4,296-36.6% |