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 | $40,916 | $57,828-29.2% | $117,039-65.0% | $70,131-41.7% |
| Participation rate | 36.8% | 67.1%-30.3pp | 77.2%-40.3pp | 69.5%-32.7pp |
| Annual return | 10.27% | 17.55%-7.3pp | 18.95%-8.7pp | 73.14%-62.9pp |
| Employer contribution / active EE | $713 | $1,816-60.7% | $3,785-81.1% | $2,342-69.5% |
| Participant deferral / active EE | $1,949 | $2,438-20.0% | $3,929-50.4% | $3,332-41.5% |
| Admin fee / account holder | $2,142 | $3,548-39.6% | $5,974-64.1% | $4,645-53.9% |