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 | $48,105 | $53,516-10.1% | $126,539-62.0% | $84,808-43.3% |
| Participation rate | 54.3% | 58.2%-4.0pp | 69.8%-15.5pp | 68.3%-14.0pp |
| Annual return | 10.82% | 58.34%-47.5pp | 425.95%-415.1pp | 40.90%-30.1pp |
| Employer contribution / active EE | $937 | $1,535-38.9% | $3,674-74.5% | $2,631-64.4% |
| Participant deferral / active EE | $1,601 | $2,671-40.0% | $4,083-60.8% | $4,212-62.0% |
| Admin fee / account holder | $9,409 | $4,497+109.2% | $6,065+55.1% | $7,344+28.1% |