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 | $26,682 | $46,553-42.7% | $64,056-58.3% | $75,163-64.5% |
| Participation rate | 46.7% | 65.9%-19.3pp | 72.3%-25.6pp | 67.2%-20.5pp |
| Annual return | 6.93% | 26.03%-19.1pp | 33.69%-26.8pp | 160.62%-153.7pp |
| Employer contribution / active EE | $803 | $1,974-59.3% | $2,747-70.8% | $2,670-69.9% |
| Participant deferral / active EE | $1,175 | $2,837-58.6% | $3,880-69.7% | $4,125-71.5% |
| Admin fee / account holder | $8,969 | $2,952+203.8% | $3,068+192.3% | $5,651+58.7% |