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 | $51,298 | $84,233-39.1% | $170,442-69.9% | $70,131-26.9% |
| Participation rate | 65.7% | 70.8%-5.2pp | 83.6%-17.9pp | 69.5%-3.9pp |
| Annual return | 12.14% | 23.06%-10.9pp | 205.93%-193.8pp | 73.14%-61.0pp |
| Employer contribution / active EE | $651 | $3,387-80.8% | $5,433-88.0% | $2,342-72.2% |
| Participant deferral / active EE | $2,588 | $3,086-16.1% | $4,939-47.6% | $3,332-22.3% |
| Admin fee / account holder | $2,140 | $5,698-62.5% | $13,880-84.6% | $4,645-53.9% |