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 | $40,267 | $77,634-48.1% | $156,549-74.3% | $62,891-36.0% |
| Participation rate | 39.5% | 71.2%-31.7pp | 84.0%-44.5pp | 69.3%-29.8pp |
| Annual return | 4.61% | 50.32%-45.7pp | 32.23%-27.6pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,376 | $3,444-60.0% | $5,501-75.0% | $2,281-39.7% |
| Participant deferral / active EE | $1,138 | $3,045-62.6% | $4,871-76.6% | $3,203-64.5% |
| Admin fee / account holder | $2,178 | $5,561-60.8% | $13,027-83.3% | $4,296-49.3% |