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 | $41,039 | $49,227-16.6% | $70,449-41.7% | $79,858-48.6% |
| Participation rate | 57.8% | 69.2%-11.4pp | 75.1%-17.3pp | 69.6%-11.9pp |
| Annual return | 5.20% | 30.06%-24.9pp | 109.03%-103.8pp | 31.71%-26.5pp |
| Employer contribution / active EE | $980 | $2,099-53.3% | $2,737-64.2% | $2,471-60.3% |
| Participant deferral / active EE | $3,524 | $2,768+27.3% | $3,709-5.0% | $3,740-5.8% |
| Admin fee / account holder | $2,099 | $2,878-27.1% | $3,845-45.4% | $5,306-60.4% |