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 | $36,639 | $81,248-54.9% | $155,509-76.4% | $80,856-54.7% |
| Participation rate | 42.0% | 66.2%-24.2pp | 78.2%-36.2pp | 67.6%-25.6pp |
| Annual return | 10.45% | 33.31%-22.9pp | 64.67%-54.2pp | 35.59%-25.1pp |
| Employer contribution / active EE | $531 | $3,100-82.9% | $4,672-88.6% | $2,755-80.7% |
| Participant deferral / active EE | $1,385 | $3,452-59.9% | $5,626-75.4% | $4,296-67.8% |
| Admin fee / account holder | $5,123 | $7,997-35.9% | $15,912-67.8% | $6,918-25.9% |