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 | $32,150 | $56,053-42.6% | $75,972-57.7% | $80,856-60.2% |
| Participation rate | 54.9% | 62.0%-7.1pp | 69.1%-14.2pp | 67.6%-12.7pp |
| Annual return | 9.05% | 20.53%-11.5pp | 359.55%-350.5pp | 35.59%-26.5pp |
| Employer contribution / active EE | $604 | $1,874-67.8% | $2,685-77.5% | $2,755-78.1% |
| Participant deferral / active EE | $1,543 | $3,052-49.4% | $4,255-63.7% | $4,296-64.1% |
| Admin fee / account holder | $6,503 | $5,234+24.3% | $6,467+0.6% | $6,918-6.0% |