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 5-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 | $39,815 | $60,022-33.7% | $88,946-55.2% | $84,808-53.1% |
| Participation rate | 22.2% | 57.8%-35.6pp | 68.8%-46.6pp | 68.3%-46.1pp |
| Annual return | 12.14% | 22.43%-10.3pp | 57.82%-45.7pp | 40.90%-28.8pp |
| Employer contribution / active EE | $269 | $1,703-84.2% | $2,555-89.5% | $2,631-89.8% |
| Participant deferral / active EE | $2,457 | $3,114-21.1% | $4,581-46.4% | $4,212-41.7% |
| Admin fee / account holder | $1,342 | $4,811-72.1% | $8,261-83.8% | $7,344-81.7% |