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 | $39,949 | $91,190-56.2% | $178,490-77.6% | $79,858-50.0% |
| Participation rate | 48.3% | 69.2%-20.9pp | 81.9%-33.6pp | 69.6%-21.3pp |
| Annual return | 4.25% | 24.19%-19.9pp | 151.07%-146.8pp | 31.71%-27.5pp |
| Employer contribution / active EE | $725 | $3,256-77.7% | $5,011-85.5% | $2,471-70.7% |
| Participant deferral / active EE | $1,427 | $3,236-55.9% | $5,202-72.6% | $3,740-61.9% |
| Admin fee / account holder | $4,262 | $6,751-36.9% | $13,984-69.5% | $5,306-19.7% |