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 | $47,105 | $77,314-39.1% | $177,989-73.5% | $80,856-41.7% |
| Participation rate | 40.0% | 65.7%-25.7pp | 77.1%-37.1pp | 67.6%-27.6pp |
| Annual return | 9.92% | 18.09%-8.2pp | 294.48%-284.6pp | 35.59%-25.7pp |
| Employer contribution / active EE | $658 | $2,292-71.3% | $3,949-83.3% | $2,755-76.1% |
| Participant deferral / active EE | $1,984 | $4,411-55.0% | $6,276-68.4% | $4,296-53.8% |
| Admin fee / account holder | $4,158 | $7,191-42.2% | $10,363-59.9% | $6,918-39.9% |