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 | $34,213 | $56,054-39.0% | $171,082-80.0% | $62,891-45.6% |
| Participation rate | 39.4% | 62.9%-23.5pp | 76.7%-37.3pp | 69.3%-29.9pp |
| Annual return | 4.54% | 22.52%-18.0pp | 32.56%-28.0pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,335 | $1,731-22.9% | $4,002-66.6% | $2,281-41.5% |
| Participant deferral / active EE | $1,986 | $3,158-37.1% | $4,797-58.6% | $3,203-38.0% |
| Admin fee / account holder | $3,163 | $3,647-13.3% | $8,520-62.9% | $4,296-26.4% |