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 | $44,571 | $78,705-43.4% | $117,854-62.2% | $70,131-36.4% |
| Participation rate | 57.1% | 73.2%-16.1pp | 79.7%-22.5pp | 69.5%-12.4pp |
| Annual return | 10.87% | 23.30%-12.4pp | 335.08%-324.2pp | 73.14%-62.3pp |
| Employer contribution / active EE | $760 | $2,223-65.8% | $3,786-79.9% | $2,342-67.5% |
| Participant deferral / active EE | $1,939 | $3,297-41.2% | $4,482-56.7% | $3,332-41.8% |
| Admin fee / account holder | $615 | $5,065-87.9% | $8,020-92.3% | $4,645-86.8% |