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 | $43,063 | $51,638-16.6% | $68,368-37.0% | $82,448-47.8% |
| Participation rate | 59.0% | 63.6%-4.6pp | 73.8%-14.7pp | 68.1%-9.1pp |
| Annual return | 13.23% | 37.53%-24.3pp | 292.57%-279.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $388 | $2,047-81.0% | $2,649-85.4% | $2,551-84.8% |
| Participant deferral / active EE | $1,552 | $2,914-46.7% | $4,123-62.4% | $4,139-62.5% |
| Admin fee / account holder | $2,144 | $4,643-53.8% | $5,150-58.4% | $7,234-70.4% |