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 | $44,621 | $46,553-4.1% | $64,056-30.3% | $75,163-40.6% |
| Participation rate | 49.2% | 65.9%-16.8pp | 72.3%-23.1pp | 67.2%-18.0pp |
| Annual return | 6.76% | 26.03%-19.3pp | 33.69%-26.9pp | 160.62%-153.9pp |
| Employer contribution / active EE | $443 | $1,974-77.6% | $2,747-83.9% | $2,670-83.4% |
| Participant deferral / active EE | $1,126 | $2,837-60.3% | $3,880-71.0% | $4,125-72.7% |
| Admin fee / account holder | $5,199 | $2,952+76.1% | $3,068+69.5% | $5,651-8.0% |