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 | $109,413-56.2% | $156,263-69.3% | $84,808-43.5% |
| Participation rate | 48.7% | 72.7%-24.0pp | 78.9%-30.2pp | 68.3%-19.6pp |
| Annual return | 12.03% | 20.18%-8.1pp | 59.47%-47.4pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,381 | $2,907-52.5% | $4,333-68.1% | $2,631-47.5% |
| Participant deferral / active EE | $2,058 | $4,590-55.2% | $6,158-66.6% | $4,212-51.1% |
| Admin fee / account holder | $3,659 | $9,357-60.9% | $14,255-74.3% | $7,344-50.2% |