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 | $42,096 | $53,777-21.7% | $134,143-68.6% | $79,858-47.3% |
| Participation rate | 50.9% | 58.8%-7.9pp | 72.2%-21.3pp | 69.6%-18.7pp |
| Annual return | 9.64% | 19.01%-9.4pp | 36.33%-26.7pp | 31.71%-22.1pp |
| Employer contribution / active EE | $256 | $1,321-80.6% | $3,704-93.1% | $2,471-89.6% |
| Participant deferral / active EE | $1,126 | $2,420-53.5% | $3,499-67.8% | $3,740-69.9% |
| Admin fee / account holder | $874 | $3,984-78.1% | $6,684-86.9% | $5,306-83.5% |