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 | $41,538 | $81,460-49.0% | $103,333-59.8% | $80,856-48.6% |
| Participation rate | 37.7% | 66.8%-29.1pp | 74.5%-36.8pp | 67.6%-29.9pp |
| Annual return | 10.14% | 25.55%-15.4pp | 24.88%-14.7pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,704 | $3,105-45.1% | $3,868-56.0% | $2,755-38.2% |
| Participant deferral / active EE | $1,724 | $3,869-55.4% | $5,057-65.9% | $4,296-59.9% |
| Admin fee / account holder | $3,022 | $6,566-54.0% | $8,355-63.8% | $6,918-56.3% |