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 | $40,984 | $77,314-47.0% | $177,989-77.0% | $80,856-49.3% |
| Participation rate | 46.4% | 65.7%-19.3pp | 77.1%-30.7pp | 67.6%-21.3pp |
| Annual return | 10.05% | 18.09%-8.0pp | 294.48%-284.4pp | 35.59%-25.5pp |
| Employer contribution / active EE | $660 | $2,292-71.2% | $3,949-83.3% | $2,755-76.0% |
| Participant deferral / active EE | $2,509 | $4,411-43.1% | $6,276-60.0% | $4,296-41.6% |
| Admin fee / account holder | $661 | $7,191-90.8% | $10,363-93.6% | $6,918-90.4% |