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 | $44,953 | $60,349-25.5% | $74,183-39.4% | $62,891-28.5% |
| Participation rate | 66.2% | 72.7%-6.5pp | 76.6%-10.4pp | 69.3%-3.1pp |
| Annual return | 4.59% | 21.37%-16.8pp | 17.74%-13.1pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,088 | $1,680-35.3% | $2,370-54.1% | $2,281-52.3% |
| Participant deferral / active EE | $1,565 | $2,856-45.2% | $3,550-55.9% | $3,203-51.1% |
| Admin fee / account holder | $1,965 | $4,261-53.9% | $5,586-64.8% | $4,296-54.3% |