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 | $46,847 | $80,717-42.0% | $154,803-69.7% | $84,808-44.8% |
| Participation rate | 53.8% | 66.8%-13.0pp | 78.1%-24.2pp | 68.3%-14.5pp |
| Annual return | 11.69% | 37.96%-26.3pp | 58.88%-47.2pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,314 | $2,761-52.4% | $4,305-69.5% | $2,631-50.1% |
| Participant deferral / active EE | $3,114 | $3,303-5.7% | $5,540-43.8% | $4,212-26.1% |
| Admin fee / account holder | $6,002 | $6,746-11.0% | $14,329-58.1% | $7,344-18.3% |