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 | $47,357 | $63,346-25.2% | $92,233-48.7% | $70,131-32.5% |
| Participation rate | 62.1% | 68.7%-6.6pp | 76.5%-14.4pp | 69.5%-7.5pp |
| Annual return | 8.89% | 530.12%-521.2pp | 176.28%-167.4pp | 73.14%-64.3pp |
| Employer contribution / active EE | $806 | $2,471-67.4% | $3,679-78.1% | $2,342-65.6% |
| Participant deferral / active EE | $1,298 | $2,854-54.5% | $3,897-66.7% | $3,332-61.0% |
| Admin fee / account holder | $1,083 | $3,840-71.8% | $5,194-79.1% | $4,645-76.7% |