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 | $35,639 | $56,277-36.7% | $80,975-56.0% | $62,891-43.3% |
| Participation rate | 48.1% | 69.0%-20.8pp | 75.8%-27.7pp | 69.3%-21.2pp |
| Annual return | 5.45% | 22.12%-16.7pp | 17.10%-11.7pp | 20.14%-14.7pp |
| Employer contribution / active EE | $2,020 | $1,943+4.0% | $3,714-45.6% | $2,281-11.4% |
| Participant deferral / active EE | $2,797 | $4,195-33.3% | $5,696-50.9% | $3,203-12.7% |
| Admin fee / account holder | $447 | $3,741-88.1% | $5,516-91.9% | $4,296-89.6% |