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 8-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 | $41,052 | $81,248-49.5% | $155,509-73.6% | $80,856-49.2% |
| Participation rate | 47.3% | 66.2%-18.9pp | 78.2%-30.9pp | 67.6%-20.3pp |
| Annual return | 4.68% | 33.31%-28.6pp | 64.67%-60.0pp | 35.59%-30.9pp |
| Employer contribution / active EE | $389 | $3,100-87.4% | $4,672-91.7% | $2,755-85.9% |
| Participant deferral / active EE | $1,226 | $3,452-64.5% | $5,626-78.2% | $4,296-71.5% |
| Admin fee / account holder | $1,641 | $7,997-79.5% | $15,912-89.7% | $6,918-76.3% |