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 | $43,147 | $72,277-40.3% | $101,248-57.4% | $79,858-46.0% |
| Participation rate | 51.0% | 68.5%-17.5pp | 75.8%-24.8pp | 69.6%-18.7pp |
| Annual return | 7.38% | 22.30%-14.9pp | 46.47%-39.1pp | 31.71%-24.3pp |
| Employer contribution / active EE | $871 | $2,692-67.6% | $3,660-76.2% | $2,471-64.7% |
| Participant deferral / active EE | $2,980 | $3,282-9.2% | $4,370-31.8% | $3,740-20.3% |
| Admin fee / account holder | $342 | $4,400-92.2% | $5,945-94.2% | $5,306-93.6% |