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 | $41,064 | $89,355-54.0% | $141,162-70.9% | $72,985-43.7% |
| Participation rate | 61.4% | 75.1%-13.8pp | 82.5%-21.1pp | 69.5%-8.1pp |
| Annual return | 18.56% | 111.85%-93.3pp | 71.39%-52.8pp | 81.00%-62.4pp |
| Employer contribution / active EE | $688 | $3,114-77.9% | $4,735-85.5% | $2,440-71.8% |
| Participant deferral / active EE | $2,953 | $5,418-45.5% | $6,709-56.0% | $3,607-18.1% |
| Admin fee / account holder | $807 | $5,958-86.5% | $10,261-92.1% | $5,124-84.3% |