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 | $48,313 | $61,272-21.2% | $149,673-67.7% | $71,457-32.4% |
| Participation rate | 22.8% | 62.5%-39.8pp | 78.8%-56.0pp | 67.9%-45.2pp |
| Annual return | 12.77% | 35.85%-23.1pp | 134.42%-121.7pp | 28.85%-16.1pp |
| Employer contribution / active EE | $755 | $2,378-68.3% | $4,818-84.3% | $2,588-70.8% |
| Participant deferral / active EE | $930 | $2,917-68.1% | $5,680-83.6% | $4,289-78.3% |
| Admin fee / account holder | $8,673 | $1,261+587.6% | $13,210-34.3% | $1,587+446.4% |