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 | $45,384 | $51,736-12.3% | $120,225-62.3% | $67,986-33.2% |
| Participation rate | 42.0% | 46.1%-4.1pp | 69.6%-27.6pp | 57.2%-15.2pp |
| Annual return | 12.86% | 31.98%-19.1pp | 439.23%-426.4pp | 31.67%-18.8pp |
| Employer contribution / active EE | $1,222 | $1,071+14.1% | $3,475-64.8% | $2,019-39.5% |
| Participant deferral / active EE | $1,922 | $2,206-12.9% | $3,999-51.9% | $3,358-42.8% |
| Admin fee / account holder | $8,450 | $4,159+103.2% | $5,696+48.3% | $3,203+163.8% |