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 | $46,250 | $81,208-43.0% | $98,907-53.2% | $79,858-42.1% |
| Participation rate | 46.3% | 72.5%-26.2pp | 76.0%-29.7pp | 69.6%-23.3pp |
| Annual return | 2.07% | 60.99%-58.9pp | 196.43%-194.4pp | 31.71%-29.6pp |
| Employer contribution / active EE | $928 | $1,960-52.7% | $2,689-65.5% | $2,471-62.5% |
| Participant deferral / active EE | $2,689 | $3,265-17.6% | $4,244-36.6% | $3,740-28.1% |
| Admin fee / account holder | $526 | $6,013-91.3% | $6,642-92.1% | $5,306-90.1% |