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 | $50,734 | $60,022-15.5% | $88,946-43.0% | $84,808-40.2% |
| Participation rate | 42.2% | 57.8%-15.7pp | 68.8%-26.7pp | 68.3%-26.1pp |
| Annual return | 11.52% | 22.43%-10.9pp | 57.82%-46.3pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,038 | $1,703-39.0% | $2,555-59.4% | $2,631-60.5% |
| Participant deferral / active EE | $2,484 | $3,114-20.2% | $4,581-45.8% | $4,212-41.0% |
| Admin fee / account holder | $11,041 | $4,811+129.5% | $8,261+33.7% | $7,344+50.3% |