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 | $52,328 | $68,914-24.1% | $136,749-61.7% | $74,304-29.6% |
| Participation rate | 27.9% | 51.3%-23.5pp | 72.1%-44.3pp | 60.3%-32.5pp |
| Annual return | 10.22% | 16.34%-6.1pp | 24.33%-14.1pp | 29.43%-19.2pp |
| Employer contribution / active EE | $670 | $1,561-57.1% | $3,400-80.3% | $2,241-70.1% |
| Participant deferral / active EE | $1,281 | $2,541-49.6% | $4,692-72.7% | $3,767-66.0% |
| Admin fee / account holder | $12,255 | $3,149+289.1% | $11,386+7.6% | $2,969+312.8% |