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 | $23,099 | $49,227-53.1% | $70,449-67.2% | $79,858-71.1% |
| Participation rate | 59.6% | 69.2%-9.6pp | 75.1%-15.4pp | 69.6%-10.0pp |
| Annual return | 4.78% | 30.06%-25.3pp | 109.03%-104.3pp | 31.71%-26.9pp |
| Employer contribution / active EE | $1,018 | $2,099-51.5% | $2,737-62.8% | $2,471-58.8% |
| Participant deferral / active EE | $2,196 | $2,768-20.6% | $3,709-40.8% | $3,740-41.3% |
| Admin fee / account holder | $1,227 | $2,878-57.4% | $3,845-68.1% | $5,306-76.9% |