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 | $64,342 | $108,825-40.9% | $156,181-58.8% | $82,448-22.0% |
| Participation rate | 34.7% | 72.4%-37.7pp | 78.8%-44.1pp | 68.1%-33.4pp |
| Annual return | 10.48% | 20.59%-10.1pp | 64.87%-54.4pp | 41.64%-31.2pp |
| Employer contribution / active EE | $1,524 | $2,870-46.9% | $4,294-64.5% | $2,551-40.3% |
| Participant deferral / active EE | $2,352 | $4,577-48.6% | $6,132-61.6% | $4,139-43.2% |
| Admin fee / account holder | $1,649 | $9,341-82.3% | $14,586-88.7% | $7,234-77.2% |