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 | $48,912 | $81,248-39.8% | $155,509-68.5% | $80,856-39.5% |
| Participation rate | 65.5% | 66.2%-0.7pp | 78.2%-12.7pp | 67.6%-2.1pp |
| Annual return | 9.38% | 33.31%-23.9pp | 64.67%-55.3pp | 35.59%-26.2pp |
| Employer contribution / active EE | $576 | $3,100-81.4% | $4,672-87.7% | $2,755-79.1% |
| Participant deferral / active EE | $986 | $3,452-71.4% | $5,626-82.5% | $4,296-77.0% |
| Admin fee / account holder | $426 | $7,997-94.7% | $15,912-97.3% | $6,918-93.8% |