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 | $57,659 | $106,749-46.0% | $145,433-60.4% | $82,448-30.1% |
| Participation rate | 60.9% | 75.6%-14.8pp | 82.1%-21.2pp | 68.1%-7.2pp |
| Annual return | 13.87% | 27.59%-13.7pp | 66.58%-52.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $851 | $3,444-75.3% | $4,554-81.3% | $2,551-66.6% |
| Participant deferral / active EE | $3,224 | $6,519-50.5% | $7,897-59.2% | $4,139-22.1% |
| Admin fee / account holder | $3,049 | $8,390-63.7% | $13,129-76.8% | $7,234-57.9% |