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 | $42,406 | $49,025-13.5% | $87,507-51.5% | $62,891-32.6% |
| Participation rate | 47.1% | 64.9%-17.8pp | 73.8%-26.8pp | 69.3%-22.2pp |
| Annual return | 0.53% | 10.02%-9.5pp | 12.21%-11.7pp | 20.14%-19.6pp |
| Employer contribution / active EE | $1,062 | $1,372-22.6% | $2,550-58.3% | $2,281-53.4% |
| Participant deferral / active EE | $1,886 | $2,289-17.6% | $3,149-40.1% | $3,203-41.1% |
| Admin fee / account holder | $4,019 | $4,065-1.1% | $4,221-4.8% | $4,296-6.4% |