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 | $29,620 | $58,512-49.4% | $84,015-64.7% | $72,985-59.4% |
| Participation rate | 44.9% | 61.2%-16.3pp | 69.0%-24.1pp | 69.5%-24.5pp |
| Annual return | 4.80% | 28.93%-24.1pp | 71.31%-66.5pp | 81.00%-76.2pp |
| Employer contribution / active EE | $250 | $1,163-78.5% | $1,983-87.4% | $2,440-89.8% |
| Participant deferral / active EE | $1,800 | $2,394-24.8% | $3,239-44.4% | $3,607-50.1% |
| Admin fee / account holder | $2,051 | $4,569-55.1% | $6,101-66.4% | $5,124-60.0% |