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 | $45,418 | $68,547-33.7% | $120,354-62.3% | $80,856-43.8% |
| Participation rate | 66.7% | 61.6%+5.1pp | 71.9%-5.2pp | 67.6%-1.0pp |
| Annual return | 9.97% | 23.60%-13.6pp | 107.15%-97.2pp | 35.59%-25.6pp |
| Employer contribution / active EE | $849 | $2,051-58.6% | $3,463-75.5% | $2,755-69.2% |
| Participant deferral / active EE | $2,073 | $3,173-34.7% | $4,991-58.5% | $4,296-51.8% |
| Admin fee / account holder | $885 | $5,732-84.6% | $9,423-90.6% | $6,918-87.2% |