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 | $50,805 | $109,881-53.8% | $150,045-66.1% | $84,808-40.1% |
| Participation rate | 34.5% | 76.1%-41.5pp | 82.3%-47.8pp | 68.3%-33.8pp |
| Annual return | 12.93% | 28.25%-15.3pp | 62.55%-49.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,853 | $3,561-48.0% | $4,693-60.5% | $2,631-29.6% |
| Participant deferral / active EE | $2,879 | $6,636-56.6% | $7,997-64.0% | $4,212-31.6% |
| Admin fee / account holder | $5,876 | $8,568-31.4% | $13,435-56.3% | $7,344-20.0% |