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 | $46,596 | $80,717-42.3% | $154,803-69.9% | $84,808-45.1% |
| Participation rate | 56.3% | 66.8%-10.6pp | 78.1%-21.8pp | 68.3%-12.1pp |
| Annual return | 9.17% | 37.96%-28.8pp | 58.88%-49.7pp | 40.90%-31.7pp |
| Employer contribution / active EE | $883 | $2,761-68.0% | $4,305-79.5% | $2,631-66.4% |
| Participant deferral / active EE | $1,163 | $3,303-64.8% | $5,540-79.0% | $4,212-72.4% |
| Admin fee / account holder | $5,801 | $6,746-14.0% | $14,329-59.5% | $7,344-21.0% |