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 | $45,277 | $54,762-17.3% | $90,281-49.8% | $72,985-38.0% |
| Participation rate | 46.8% | 65.1%-18.4pp | 73.3%-26.5pp | 69.5%-22.7pp |
| Annual return | 16.27% | 30.63%-14.4pp | 78.10%-61.8pp | 81.00%-64.7pp |
| Employer contribution / active EE | $506 | $2,092-75.8% | $2,854-82.3% | $2,440-79.2% |
| Participant deferral / active EE | $1,323 | $2,887-54.2% | $3,885-66.0% | $3,607-63.3% |
| Admin fee / account holder | $966 | $3,972-75.7% | $5,351-81.9% | $5,124-81.1% |