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 | $32,070 | $77,634-58.7% | $156,549-79.5% | $62,891-49.0% |
| Participation rate | 47.1% | 71.2%-24.1pp | 84.0%-36.9pp | 69.3%-22.2pp |
| Annual return | 4.35% | 50.32%-46.0pp | 32.23%-27.9pp | 20.14%-15.8pp |
| Employer contribution / active EE | $893 | $3,444-74.1% | $5,501-83.8% | $2,281-60.8% |
| Participant deferral / active EE | $2,231 | $3,045-26.8% | $4,871-54.2% | $3,203-30.4% |
| Admin fee / account holder | $12,447 | $5,561+123.8% | $13,027-4.5% | $4,296+189.8% |