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 | $47,471 | $72,012-34.1% | $185,823-74.5% | $79,858-40.6% |
| Participation rate | 60.0% | 65.8%-5.8pp | 78.0%-18.0pp | 69.6%-9.6pp |
| Annual return | 11.32% | 23.12%-11.8pp | 35.95%-24.6pp | 31.71%-20.4pp |
| Employer contribution / active EE | $600 | $1,965-69.5% | $4,087-85.3% | $2,471-75.7% |
| Participant deferral / active EE | $2,296 | $3,779-39.2% | $5,632-59.2% | $3,740-38.6% |
| Admin fee / account holder | $1,253 | $4,513-72.2% | $9,500-86.8% | $5,306-76.4% |