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 | $27,584 | $81,248-66.0% | $155,509-82.3% | $80,856-65.9% |
| Participation rate | 47.0% | 66.2%-19.3pp | 78.2%-31.2pp | 67.6%-20.7pp |
| Annual return | 10.38% | 33.31%-22.9pp | 64.67%-54.3pp | 35.59%-25.2pp |
| Employer contribution / active EE | $383 | $3,100-87.6% | $4,672-91.8% | $2,755-86.1% |
| Participant deferral / active EE | $1,295 | $3,452-62.5% | $5,626-77.0% | $4,296-69.9% |
| Admin fee / account holder | $6,499 | $7,997-18.7% | $15,912-59.2% | $6,918-6.1% |