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 | $50,933 | $96,484-47.2% | $75,886-32.9% | $152,861-66.7% |
| Participation rate | 27.8% | 76.2%-48.4pp | 69.3%-41.5pp | 82.4%-54.7pp |
| Annual return | 2.18% | 33.98%-31.8pp | 30.76%-28.6pp | 345.32%-343.1pp |
| Employer contribution / active EE | $559 | $3,309-83.1% | $2,500-77.6% | $4,762-88.3% |
| Participant deferral / active EE | $2,783 | $4,553-38.9% | $3,603-22.8% | $5,850-52.4% |
| Admin fee / account holder | $2,067 | $8,078-74.4% | $5,418-61.9% | $11,596-82.2% |