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 | $46,329 | $70,475-34.3% | $100,516-53.9% | $79,858-42.0% |
| Participation rate | 60.0% | 73.7%-13.7pp | 79.4%-19.4pp | 69.6%-9.6pp |
| Annual return | 9.25% | 21.90%-12.6pp | 30.89%-21.6pp | 31.71%-22.5pp |
| Employer contribution / active EE | $283 | $2,165-86.9% | $3,418-91.7% | $2,471-88.6% |
| Participant deferral / active EE | $2,990 | $5,181-42.3% | $6,270-52.3% | $3,740-20.1% |
| Admin fee / account holder | $368 | $4,478-91.8% | $8,081-95.4% | $5,306-93.1% |