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 | $44,206 | $76,552-42.3% | $123,892-64.3% | $62,891-29.7% |
| Participation rate | 51.2% | 73.0%-21.8pp | 81.4%-30.2pp | 69.3%-18.1pp |
| Annual return | 5.18% | 18.68%-13.5pp | 47.52%-42.3pp | 20.14%-15.0pp |
| Employer contribution / active EE | $2,250 | $2,883-21.9% | $4,617-51.3% | $2,281-1.3% |
| Participant deferral / active EE | $4,310 | $4,840-10.9% | $5,984-28.0% | $3,203+34.6% |
| Admin fee / account holder | $3,206 | $4,826-33.6% | $8,357-61.6% | $4,296-25.4% |