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 | $27,479 | $45,035-39.0% | $62,995-56.4% | $70,131-60.8% |
| Participation rate | 43.2% | 69.5%-26.3pp | 74.8%-31.6pp | 69.5%-26.3pp |
| Annual return | 10.01% | 18.76%-8.7pp | 87.57%-77.6pp | 73.14%-63.1pp |
| Employer contribution / active EE | $1,038 | $2,051-49.4% | $2,759-62.4% | $2,342-55.7% |
| Participant deferral / active EE | $2,731 | $2,465+10.8% | $3,329-18.0% | $3,332-18.0% |
| Admin fee / account holder | $10,793 | $2,834+280.8% | $3,600+199.8% | $4,645+132.3% |