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 | $35,751 | $91,552-60.9% | $133,956-73.3% | $79,858-55.2% |
| Participation rate | 44.7% | 73.3%-28.6pp | 79.8%-35.1pp | 69.6%-24.9pp |
| Annual return | 8.70% | 61.85%-53.2pp | 45.09%-36.4pp | 31.71%-23.0pp |
| Employer contribution / active EE | $993 | $2,384-58.3% | $3,919-74.7% | $2,471-59.8% |
| Participant deferral / active EE | $1,825 | $3,733-51.1% | $5,048-63.8% | $3,740-51.2% |
| Admin fee / account holder | $7,426 | $6,321+17.5% | $8,927-16.8% | $5,306+40.0% |