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 | $33,417 | $80,968-58.7% | $96,544-65.4% | $75,163-55.5% |
| Participation rate | 65.1% | 71.8%-6.7pp | 76.0%-10.8pp | 67.2%-2.1pp |
| Annual return | 12.26% | 27.06%-14.8pp | 25.84%-13.6pp | 160.62%-148.4pp |
| Employer contribution / active EE | $1,023 | $2,282-55.2% | $2,965-65.5% | $2,670-61.7% |
| Participant deferral / active EE | $2,767 | $3,928-29.6% | $4,851-43.0% | $4,125-32.9% |
| Admin fee / account holder | $847 | $6,724-87.4% | $8,252-89.7% | $5,651-85.0% |