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 | $33,958 | $45,312-25.1% | $86,233-60.6% | $67,986-50.1% |
| Participation rate | 36.1% | 42.4%-6.3pp | 69.0%-32.9pp | 57.2%-21.1pp |
| Annual return | 9.99% | 24.79%-14.8pp | 61.39%-51.4pp | 31.67%-21.7pp |
| Employer contribution / active EE | $309 | $1,160-73.4% | $2,504-87.7% | $2,019-84.7% |
| Participant deferral / active EE | $983 | $2,185-55.0% | $4,559-78.4% | $3,358-70.7% |
| Admin fee / account holder | $4,782 | $3,295+45.1% | $8,342-42.7% | $3,203+49.3% |