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 | $41,229 | $48,364-14.8% | $71,796-42.6% | $62,891-34.4% |
| Participation rate | 41.3% | 60.6%-19.3pp | 69.1%-27.8pp | 69.3%-28.0pp |
| Annual return | 3.57% | 13.16%-9.6pp | 78.04%-74.5pp | 20.14%-16.6pp |
| Employer contribution / active EE | $919 | $1,042-11.8% | $1,924-52.2% | $2,281-59.7% |
| Participant deferral / active EE | $1,300 | $2,091-37.8% | $2,794-53.5% | $3,203-59.4% |
| Admin fee / account holder | $8,703 | $3,771+130.8% | $4,815+80.8% | $4,296+102.6% |