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 | $34,222 | $91,190-62.5% | $178,490-80.8% | $79,858-57.1% |
| Participation rate | 37.8% | 69.2%-31.4pp | 81.9%-44.1pp | 69.6%-31.8pp |
| Annual return | 8.57% | 24.19%-15.6pp | 151.07%-142.5pp | 31.71%-23.1pp |
| Employer contribution / active EE | $400 | $3,256-87.7% | $5,011-92.0% | $2,471-83.8% |
| Participant deferral / active EE | $1,043 | $3,236-67.8% | $5,202-79.9% | $3,740-72.1% |
| Admin fee / account holder | $2,957 | $6,751-56.2% | $13,984-78.9% | $5,306-44.3% |