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 | $41,924 | $63,346-33.8% | $92,233-54.5% | $70,131-40.2% |
| Participation rate | 50.0% | 68.7%-18.7pp | 76.5%-26.5pp | 69.5%-19.5pp |
| Annual return | 10.80% | 530.12%-519.3pp | 176.28%-165.5pp | 73.14%-62.3pp |
| Employer contribution / active EE | $971 | $2,471-60.7% | $3,679-73.6% | $2,342-58.6% |
| Participant deferral / active EE | $1,645 | $2,854-42.4% | $3,897-57.8% | $3,332-50.6% |
| Admin fee / account holder | $471 | $3,840-87.7% | $5,194-90.9% | $4,645-89.9% |