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 | $39,541 | $77,634-49.1% | $156,549-74.7% | $62,891-37.1% |
| Participation rate | 53.2% | 71.2%-18.0pp | 84.0%-30.8pp | 69.3%-16.1pp |
| Annual return | 3.04% | 50.32%-47.3pp | 32.23%-29.2pp | 20.14%-17.1pp |
| Employer contribution / active EE | $1,172 | $3,444-66.0% | $5,501-78.7% | $2,281-48.6% |
| Participant deferral / active EE | $2,023 | $3,045-33.6% | $4,871-58.5% | $3,203-36.8% |
| Admin fee / account holder | $4,309 | $5,561-22.5% | $13,027-66.9% | $4,296+0.3% |