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 | $50,538 | $72,492-30.3% | $87,100-42.0% | $72,985-30.8% |
| Participation rate | 52.3% | 72.8%-20.5pp | 76.9%-24.6pp | 69.5%-17.2pp |
| Annual return | 15.45% | 24.46%-9.0pp | 28.19%-12.7pp | 81.00%-65.6pp |
| Employer contribution / active EE | $968 | $1,894-48.9% | $2,521-61.6% | $2,440-60.3% |
| Participant deferral / active EE | $1,888 | $3,270-42.2% | $4,049-53.4% | $3,607-47.7% |
| Admin fee / account holder | $683 | $5,055-86.5% | $7,497-90.9% | $5,124-86.7% |