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 | $50,738 | $48,076+5.5% | $78,689-35.5% | $62,891-19.3% |
| Participation rate | 36.0% | 65.2%-29.2pp | 73.6%-37.6pp | 69.3%-33.3pp |
| Annual return | 4.35% | 31.35%-27.0pp | 62.18%-57.8pp | 20.14%-15.8pp |
| Employer contribution / active EE | $476 | $2,015-76.4% | $2,851-83.3% | $2,281-79.1% |
| Participant deferral / active EE | $1,759 | $2,588-32.0% | $3,517-50.0% | $3,203-45.1% |
| Admin fee / account holder | $3,997 | $3,207+24.6% | $4,510-11.4% | $4,296-6.9% |