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 | $52,724 | $71,050-25.8% | $93,606-43.7% | $80,856-34.8% |
| Participation rate | 67.1% | 60.4%+6.7pp | 68.7%-1.6pp | 67.6%-0.5pp |
| Annual return | 9.66% | 11.26%-1.6pp | 133.20%-123.5pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,048 | $1,564-32.9% | $2,420-56.7% | $2,755-61.9% |
| Participant deferral / active EE | $2,553 | $4,034-36.7% | $4,411-42.1% | $4,296-40.6% |
| Admin fee / account holder | $2,239 | $6,945-67.8% | $8,285-73.0% | $6,918-67.6% |