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 | $38,025 | $73,787-48.5% | $98,716-61.5% | $82,448-53.9% |
| Participation rate | 48.8% | 61.4%-12.6pp | 69.3%-20.5pp | 68.1%-19.3pp |
| Annual return | 9.50% | 18.57%-9.1pp | 31.81%-22.3pp | 41.64%-32.1pp |
| Employer contribution / active EE | $545 | $1,511-63.9% | $2,279-76.1% | $2,551-78.6% |
| Participant deferral / active EE | $3,025 | $3,081-1.8% | $4,048-25.3% | $4,139-26.9% |
| Admin fee / account holder | $3,832 | $6,500-41.0% | $8,703-56.0% | $7,234-47.0% |