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 | $39,550 | $76,367-48.2% | $93,606-57.7% | $72,985-45.8% |
| Participation rate | 69.5% | 71.7%-2.3pp | 75.8%-6.3pp | 69.5%0pp |
| Annual return | 13.09% | 25.82%-12.7pp | 32.76%-19.7pp | 81.00%-67.9pp |
| Employer contribution / active EE | $540 | $2,275-76.2% | $2,718-80.1% | $2,440-77.9% |
| Participant deferral / active EE | $3,569 | $3,538+0.9% | $4,069-12.3% | $3,607-1.1% |
| Admin fee / account holder | $40,247 | $6,838+488.6% | $7,888+410.2% | $5,124+685.4% |