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 | $52,898 | $56,053-5.6% | $75,972-30.4% | $80,856-34.6% |
| Participation rate | 38.9% | 62.0%-23.1pp | 69.1%-30.2pp | 67.6%-28.7pp |
| Annual return | 10.15% | 20.53%-10.4pp | 359.55%-349.4pp | 35.59%-25.4pp |
| Employer contribution / active EE | $841 | $1,874-55.1% | $2,685-68.7% | $2,755-69.5% |
| Participant deferral / active EE | $2,318 | $3,052-24.0% | $4,255-45.5% | $4,296-46.0% |
| Admin fee / account holder | $610 | $5,234-88.4% | $6,467-90.6% | $6,918-91.2% |