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 | $31,021 | $76,407-59.4% | $150,298-79.4% | $82,448-62.4% |
| Participation rate | 44.6% | 66.4%-21.8pp | 77.8%-33.2pp | 68.1%-23.5pp |
| Annual return | 11.29% | 39.99%-28.7pp | 62.79%-51.5pp | 41.64%-30.4pp |
| Employer contribution / active EE | $942 | $2,614-64.0% | $4,154-77.3% | $2,551-63.1% |
| Participant deferral / active EE | $2,030 | $3,214-36.8% | $5,453-62.8% | $4,139-51.0% |
| Admin fee / account holder | $13,087 | $6,352+106.0% | $14,116-7.3% | $7,234+80.9% |