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 | $27,599 | $56,317-51.0% | $71,209-61.2% | $74,304-62.9% |
| Participation rate | 48.2% | 55.1%-6.9pp | 73.8%-25.5pp | 60.3%-12.1pp |
| Annual return | 7.90% | 42.83%-34.9pp | 282.51%-274.6pp | 29.43%-21.5pp |
| Employer contribution / active EE | $966 | $2,160-55.3% | $2,721-64.5% | $2,241-56.9% |
| Participant deferral / active EE | $1,209 | $2,788-56.6% | $4,175-71.0% | $3,767-67.9% |
| Admin fee / account holder | $5,907 | $2,290+158.0% | $5,349+10.4% | $2,969+99.0% |