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 | $33,798 | $57,828-41.6% | $117,039-71.1% | $70,131-51.8% |
| Participation rate | 45.5% | 67.1%-21.7pp | 77.2%-31.7pp | 69.5%-24.1pp |
| Annual return | 10.15% | 17.55%-7.4pp | 18.95%-8.8pp | 73.14%-63.0pp |
| Employer contribution / active EE | $981 | $1,816-46.0% | $3,785-74.1% | $2,342-58.1% |
| Participant deferral / active EE | $1,534 | $2,438-37.1% | $3,929-61.0% | $3,332-54.0% |
| Admin fee / account holder | $2,404 | $3,548-32.3% | $5,974-59.8% | $4,645-48.3% |