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 | $70,221 | $86,929-19.2% | $102,423-31.4% | $80,856-13.2% |
| Participation rate | 59.5% | 72.4%-12.9pp | 76.5%-17.0pp | 67.6%-8.2pp |
| Annual return | 10.16% | 18.88%-8.7pp | 29.32%-19.2pp | 35.59%-25.4pp |
| Employer contribution / active EE | $703 | $2,369-70.3% | $3,023-76.8% | $2,755-74.5% |
| Participant deferral / active EE | $2,940 | $4,118-28.6% | $5,053-41.8% | $4,296-31.6% |
| Admin fee / account holder | $4,418 | $8,049-45.1% | $9,451-53.2% | $6,918-36.1% |