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 | $31,691 | $76,552-58.6% | $123,892-74.4% | $62,891-49.6% |
| Participation rate | 66.3% | 73.0%-6.7pp | 81.4%-15.1pp | 69.3%-3.0pp |
| Annual return | 5.84% | 18.68%-12.8pp | 47.52%-41.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $601 | $2,883-79.2% | $4,617-87.0% | $2,281-73.7% |
| Participant deferral / active EE | $4,123 | $4,840-14.8% | $5,984-31.1% | $3,203+28.7% |
| Admin fee / account holder | $2,959 | $4,826-38.7% | $8,357-64.6% | $4,296-31.1% |