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 | $60,951 | $87,013-30.0% | $106,213-42.6% | $80,856-24.6% |
| Participation rate | 43.1% | 70.4%-27.3pp | 75.3%-32.1pp | 67.6%-24.5pp |
| Annual return | 9.84% | 17.05%-7.2pp | 116.14%-106.3pp | 35.59%-25.8pp |
| Employer contribution / active EE | $754 | $2,395-68.5% | $3,171-76.2% | $2,755-72.6% |
| Participant deferral / active EE | $2,644 | $3,986-33.7% | $5,016-47.3% | $4,296-38.5% |
| Admin fee / account holder | $2,826 | $8,431-66.5% | $11,033-74.4% | $6,918-59.2% |