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 | $47,895 | $108,825-56.0% | $156,181-69.3% | $82,448-41.9% |
| Participation rate | 48.7% | 72.4%-23.6pp | 78.8%-30.1pp | 68.1%-19.3pp |
| Annual return | 12.03% | 20.59%-8.6pp | 64.87%-52.8pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,381 | $2,870-51.9% | $4,294-67.8% | $2,551-45.9% |
| Participant deferral / active EE | $2,058 | $4,577-55.0% | $6,132-66.4% | $4,139-50.3% |
| Admin fee / account holder | $3,659 | $9,341-60.8% | $14,586-74.9% | $7,234-49.4% |