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 | $49,577 | $56,897-12.9% | $84,750-41.5% | $62,891-21.2% |
| Participation rate | 62.2% | 68.5%-6.4pp | 76.6%-14.4pp | 69.3%-7.1pp |
| Annual return | 1.84% | 6.30%-4.5pp | 22.78%-20.9pp | 20.14%-18.3pp |
| Employer contribution / active EE | $707 | $2,400-70.6% | $3,574-80.2% | $2,281-69.0% |
| Participant deferral / active EE | $1,685 | $2,709-37.8% | $3,712-54.6% | $3,203-47.4% |
| Admin fee / account holder | $3,948 | $3,581+10.2% | $5,332-26.0% | $4,296-8.1% |