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 | $45,143 | $78,422-42.4% | $95,952-53.0% | $79,858-43.5% |
| Participation rate | 55.4% | 73.5%-18.1pp | 77.1%-21.7pp | 69.6%-14.2pp |
| Annual return | 5.01% | 19.37%-14.4pp | 91.61%-86.6pp | 31.71%-26.7pp |
| Employer contribution / active EE | $810 | $1,945-58.3% | $2,541-68.1% | $2,471-67.2% |
| Participant deferral / active EE | $2,346 | $3,440-31.8% | $4,167-43.7% | $3,740-37.3% |
| Admin fee / account holder | $7,170 | $5,622+27.5% | $6,795+5.5% | $5,306+35.1% |