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 | $59,741 | $86,929-31.3% | $102,423-41.7% | $80,856-26.1% |
| Participation rate | 32.5% | 72.4%-39.9pp | 76.5%-44.0pp | 67.6%-35.2pp |
| Annual return | 8.29% | 18.88%-10.6pp | 29.32%-21.0pp | 35.59%-27.3pp |
| Employer contribution / active EE | $828 | $2,369-65.1% | $3,023-72.6% | $2,755-70.0% |
| Participant deferral / active EE | $2,185 | $4,118-47.0% | $5,053-56.8% | $4,296-49.1% |
| Admin fee / account holder | $17,203 | $8,049+113.7% | $9,451+82.0% | $6,918+148.7% |